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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 | $292,111 | $180,749+61.6% | $160,784+81.7% | $137,256+112.8% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 17.88% | 2234.46%-2216.6pp | 1803.92%-1786.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $900 | $4,155-78.4% | $3,733-75.9% | $4,156-78.4% |
| Participant deferral / active EE | $11,525 | $6,844+68.4% | $6,293+83.1% | $6,407+79.9% |
| Admin fee / account holder | $1,388 | $10,397-86.7% | $9,717-85.7% | $12,270-88.7% |