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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 | $310,394 | $102,663+202.3% | $86,216+260.0% | $139,466+122.6% |
| Participation rate | 22.2% | 74.5%-52.3pp | 69.0%-46.7pp | 80.3%-58.1pp |
| Annual return | 18.48% | 1924.52%-1906.0pp | 1169.42%-1150.9pp | 373.66%-355.2pp |
| Employer contribution / active EE | $800 | $3,035-73.6% | $2,382-66.4% | $4,754-83.2% |
| Participant deferral / active EE | $4,556 | $4,677-2.6% | $3,986+14.3% | $6,712-32.1% |
| Admin fee / account holder | $2,060 | $8,663-76.2% | $6,853-69.9% | $11,409-81.9% |