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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 | $254,710 | $76,519+232.9% | $56,025+354.6% | $145,897+74.6% |
| Participation rate | 15.4% | 63.2%-47.8pp | 52.5%-37.1pp | 80.3%-64.9pp |
| Annual return | 12.04% | 3017.03%-3005.0pp | 1712.69%-1700.6pp | 552.29%-540.3pp |
| Employer contribution / active EE | $522 | $1,383-62.3% | $1,042-49.9% | $4,663-88.8% |
| Participant deferral / active EE | $800 | $2,624-69.5% | $1,955-59.1% | $6,689-88.0% |
| Admin fee / account holder | $2,994 | $3,331-10.1% | $2,828+5.9% | $13,390-77.6% |