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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 | $322,637 | $81,749+294.7% | $58,544+451.1% | $139,456+131.4% |
| Participation rate | 60.0% | 61.3%-1.3pp | 50.9%+9.1pp | 80.3%-20.3pp |
| Annual return | 16.61% | 7425.45%-7408.8pp | 4249.56%-4233.0pp | 373.45%-356.8pp |
| Employer contribution / active EE | $984 | $1,398-29.6% | $1,053-6.5% | $4,753-79.3% |
| Participant deferral / active EE | $5,460 | $2,555+113.7% | $1,923+183.9% | $6,711-18.6% |
| Admin fee / account holder | $2,943 | $3,272-10.1% | $2,520+16.8% | $11,407-74.2% |