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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 | $263,918 | $81,668+223.2% | $58,507+351.1% | $139,487+89.2% |
| Participation rate | 55.6% | 61.3%-5.8pp | 50.9%+4.7pp | 80.3%-24.8pp |
| Annual return | 17.28% | 7430.07%-7412.8pp | 4252.32%-4235.0pp | 373.84%-356.6pp |
| Employer contribution / active EE | $1,023 | $1,398-26.8% | $1,053-2.9% | $4,755-78.5% |
| Participant deferral / active EE | $5,027 | $2,554+96.9% | $1,922+161.5% | $6,713-25.1% |
| Admin fee / account holder | $3,346 | $3,212+4.2% | $2,486+34.6% | $11,407-70.7% |