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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 | $265,076 | $100,938+162.6% | $90,461+193.0% | $158,982+66.7% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | 14.42% | 1727.20%-1712.8pp | 1294.76%-1280.3pp | 302.99%-288.6pp |
| Employer contribution / active EE | $1,629 | $3,691-55.9% | $3,264-50.1% | $4,763-65.8% |
| Participant deferral / active EE | $2,439 | $4,350-43.9% | $3,964-38.5% | $5,983-59.2% |
| Admin fee / account holder | $9,723 | $6,510+49.4% | $5,617+73.1% | $11,252-13.6% |