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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 | $467,573 | $76,522+511.0% | $56,033+734.5% | $145,884+220.5% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 18.57% | 3014.28%-2995.7pp | 1711.38%-1692.8pp | 551.85%-533.3pp |
| Employer contribution / active EE | $1,580 | $1,382+14.3% | $1,041+51.7% | $4,662-66.1% |
| Participant deferral / active EE | $15,250 | $2,624+481.2% | $1,954+680.5% | $6,690+128.0% |
| Admin fee / account holder | $3,728 | $3,328+12.0% | $2,827+31.9% | $13,392-72.2% |