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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 | $482,613 | $100,911+378.3% | $90,440+433.6% | $158,966+203.6% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 23.42% | 1726.62%-1703.2pp | 1294.38%-1271.0pp | 302.95%-279.5pp |
| Employer contribution / active EE | $10,190 | $3,690+176.1% | $3,263+212.3% | $4,762+114.0% |
| Participant deferral / active EE | $10,400 | $4,348+139.2% | $3,964+162.4% | $5,983+73.8% |
| Admin fee / account holder | $1,211 | $6,507-81.4% | $5,615-78.4% | $11,250-89.2% |