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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 | $260,563 | $76,522+240.5% | $56,033+365.0% | $145,884+78.6% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 11.67% | 3014.28%-3002.6pp | 1711.38%-1699.7pp | 551.85%-540.2pp |
| Employer contribution / active EE | $1,300 | $1,382-6.0% | $1,041+24.9% | $4,662-72.1% |
| Participant deferral / active EE | $7,625 | $2,624+190.6% | $1,954+290.2% | $6,690+14.0% |
| Admin fee / account holder | $1,234 | $3,328-62.9% | $2,827-56.4% | $13,392-90.8% |