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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 | $295,669 | $76,608+286.0% | $56,077+427.3% | $145,877+102.7% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 12.31% | 3009.59%-2997.3pp | 1709.28%-1697.0pp | 551.28%-539.0pp |
| Employer contribution / active EE | $936 | $1,382-32.3% | $1,040-10.0% | $4,663-79.9% |
| Participant deferral / active EE | $6,084 | $2,624+131.8% | $1,954+211.4% | $6,691-9.1% |
| Admin fee / account holder | $1,316 | $3,325-60.4% | $2,825-53.4% | $13,402-90.2% |