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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 | $312,528 | $88,778+252.0% | $81,844+281.9% | $145,884+114.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 10.58% | 1033.03%-1022.4pp | 778.87%-768.3pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,836 | $3,087-40.5% | $2,916-37.1% | $4,662-60.6% |
| Participant deferral / active EE | $12,286 | $4,648+164.3% | $4,323+184.2% | $6,690+83.7% |
| Admin fee / account holder | $1,984 | $8,430-76.5% | $7,355-73.0% | $13,392-85.2% |