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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 | $322,065 | $169,336+90.2% | $129,384+148.9% | $145,884+120.8% |
| Participation rate | 46.2% | 76.5%-30.3pp | 69.6%-23.5pp | 80.3%-34.1pp |
| Annual return | 10.57% | 14408.70%-14398.1pp | 9461.77%-9451.2pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,143 | $5,540-79.4% | $4,153-72.5% | $4,662-75.5% |
| Participant deferral / active EE | $3,996 | $4,985-19.8% | $4,166-4.1% | $6,690-40.3% |
| Admin fee / account holder | $11,612 | $9,912+17.1% | $7,686+51.1% | $13,392-13.3% |