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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 | $252,834 | $81,668+209.6% | $58,507+332.1% | $139,487+81.3% |
| Participation rate | 16.7% | 61.3%-44.7pp | 50.9%-34.2pp | 80.3%-63.7pp |
| Annual return | 15.08% | 7430.07%-7415.0pp | 4252.32%-4237.2pp | 373.84%-358.8pp |
| Employer contribution / active EE | $750 | $1,398-46.3% | $1,053-28.8% | $4,755-84.2% |
| Participant deferral / active EE | $4,725 | $2,554+85.0% | $1,922+145.8% | $6,713-29.6% |
| Admin fee / account holder | $1,102 | $3,212-65.7% | $2,486-55.7% | $11,407-90.3% |