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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 | $512,619 | $76,522+569.9% | $56,033+814.8% | $145,884+251.4% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 13.01% | 3014.28%-3001.3pp | 1711.38%-1698.4pp | 551.85%-538.8pp |
| Employer contribution / active EE | $1,562 | $1,382+13.0% | $1,041+50.1% | $4,662-66.5% |
| Participant deferral / active EE | $5,807 | $2,624+121.3% | $1,954+197.2% | $6,690-13.2% |
| Admin fee / account holder | $801 | $3,328-75.9% | $2,827-71.7% | $13,392-94.0% |