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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 | $380,194 | $169,356+124.5% | $129,406+193.8% | $145,897+160.6% |
| Participation rate | 33.3% | 76.5%-43.2pp | 69.6%-36.3pp | 80.3%-47.0pp |
| Annual return | 11.57% | 14418.62%-14407.0pp | 9468.18%-9456.6pp | 552.29%-540.7pp |
| Employer contribution / active EE | $1,000 | $5,542-82.0% | $4,155-75.9% | $4,663-78.6% |
| Participant deferral / active EE | $7,667 | $4,987+53.7% | $4,167+84.0% | $6,689+14.6% |
| Admin fee / account holder | $2,520 | $9,915-74.6% | $7,689-67.2% | $13,390-81.2% |