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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 | $76,785+285.1% | $56,441+423.9% | $145,959+102.6% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 12.31% | 3000.51%-2988.2pp | 1704.21%-1691.9pp | 561.95%-549.6pp |
| Employer contribution / active EE | $936 | $1,381-32.2% | $1,039-9.9% | $4,661-79.9% |
| Participant deferral / active EE | $6,084 | $2,624+131.9% | $1,953+211.5% | $6,689-9.0% |
| Admin fee / account holder | $1,316 | $3,334-60.5% | $2,829-53.5% | $13,398-90.2% |