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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $414,809 | $102,595+304.3% | $94,057+341.0% | $154,746+168.1% |
| Participation rate | 10.0% | 76.0%-66.0pp | 73.3%-63.3pp | 80.7%-70.7pp |
| Annual return | 11.67% | 583.42%-571.7pp | 480.62%-469.0pp | 172.34%-160.7pp |
| Employer contribution / active EE | $996 | $3,147-68.4% | $2,933-66.1% | $4,379-77.3% |
| Participant deferral / active EE | $2,636 | $5,118-48.5% | $4,709-44.0% | $6,730-60.8% |
| Admin fee / account holder | $1,000 | $7,736-87.1% | $7,244-86.2% | $14,365-93.0% |