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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 | $450,054 | $180,749+149.0% | $160,784+179.9% | $137,256+227.9% |
| Participation rate | 25.0% | 80.0%-55.0pp | 77.0%-52.0pp | 80.0%-55.0pp |
| Annual return | 14.01% | 2234.46%-2220.5pp | 1803.92%-1789.9pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,156 | $4,155-72.2% | $3,733-69.0% | $4,156-72.2% |
| Participant deferral / active EE | $7,981 | $6,844+16.6% | $6,293+26.8% | $6,407+24.6% |
| Admin fee / account holder | $2,835 | $10,397-72.7% | $9,717-70.8% | $12,270-76.9% |