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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 | $284,457 | $104,577+172.0% | $76,667+271.0% | $152,909+86.0% |
| Participation rate | 28.6% | 76.6%-48.1pp | 72.1%-43.5pp | 82.5%-53.9pp |
| Annual return | 22.57% | 1014.36%-991.8pp | 1166.74%-1144.2pp | 345.46%-322.9pp |
| Employer contribution / active EE | $1,170 | $3,119-62.5% | $2,303-49.2% | $4,764-75.4% |
| Participant deferral / active EE | $3,509 | $4,237-17.2% | $3,336+5.2% | $5,851-40.0% |
| Admin fee / account holder | $1,062 | $12,290-91.4% | $6,423-83.5% | $11,601-90.8% |