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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 | $423,492 | $76,608+452.8% | $56,077+655.2% | $145,877+190.3% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 5.81% | 3009.59%-3003.8pp | 1709.28%-1703.5pp | 551.28%-545.5pp |
| Employer contribution / active EE | $2,369 | $1,382+71.5% | $1,040+127.7% | $4,663-49.2% |
| Participant deferral / active EE | $4,392 | $2,624+67.4% | $1,954+124.8% | $6,691-34.4% |
| Admin fee / account holder | $1,687 | $3,325-49.3% | $2,825-40.3% | $13,402-87.4% |