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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 | $262,793 | $27,943+840.4% | $58,507+349.2% | $75,177+249.6% |
| Participation rate | 50.0% | 38.8%+11.2pp | 50.9%-0.9pp | 67.2%-17.2pp |
| Annual return | 18.79% | 44.22%-25.4pp | 4252.32%-4233.5pp | 160.75%-142.0pp |
| Employer contribution / active EE | $2,641 | $670+294.3% | $1,053+150.7% | $2,671-1.1% |
| Participant deferral / active EE | $4,577 | $1,202+280.8% | $1,922+138.1% | $4,126+10.9% |
| Admin fee / account holder | $427 | $1,727-75.3% | $2,486-82.8% | $5,651-92.4% |