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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 | $253,628 | $180,749+40.3% | $160,784+57.7% | $137,256+84.8% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 15.78% | 2234.46%-2218.7pp | 1803.92%-1788.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $835 | $4,155-79.9% | $3,733-77.6% | $4,156-79.9% |
| Participant deferral / active EE | $7,184 | $6,844+5.0% | $6,293+14.2% | $6,407+12.1% |
| Admin fee / account holder | $2,252 | $10,397-78.3% | $9,717-76.8% | $12,270-81.6% |