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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 | $328,699 | $100,895+225.8% | $90,430+263.5% | $158,950+106.8% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | 20.71% | 1725.54%-1704.8pp | 1293.73%-1273.0pp | 302.91%-282.2pp |
| Employer contribution / active EE | $1,764 | $3,689-52.2% | $3,262-45.9% | $4,762-63.0% |
| Participant deferral / active EE | $4,910 | $4,347+13.0% | $3,963+23.9% | $5,983-17.9% |
| Admin fee / account holder | $6,106 | $6,505-6.1% | $5,613+8.8% | $11,248-45.7% |