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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 | $379,232 | $81,763+363.8% | $58,561+547.6% | $139,466+171.9% |
| Participation rate | 60.0% | 61.3%-1.3pp | 50.9%+9.1pp | 80.3%-20.3pp |
| Annual return | 25.37% | 7427.77%-7402.4pp | 4251.33%-4226.0pp | 373.66%-348.3pp |
| Employer contribution / active EE | $964 | $1,398-31.1% | $1,053-8.5% | $4,754-79.7% |
| Participant deferral / active EE | $3,108 | $2,555+21.6% | $1,923+61.6% | $6,712-53.7% |
| Admin fee / account holder | $1,744 | $3,273-46.7% | $2,520-30.8% | $11,409-84.7% |