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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 | $373,784 | $100,938+270.3% | $90,461+313.2% | $158,982+135.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 14.88% | 1727.20%-1712.3pp | 1294.76%-1279.9pp | 302.99%-288.1pp |
| Employer contribution / active EE | $2,506 | $3,691-32.1% | $3,264-23.2% | $4,763-47.4% |
| Participant deferral / active EE | $8,477 | $4,350+94.9% | $3,964+113.8% | $5,983+41.7% |
| Admin fee / account holder | $2,196 | $6,510-66.3% | $5,617-60.9% | $11,252-80.5% |