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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 | $313,799 | $76,522+310.1% | $56,033+460.0% | $145,884+115.1% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 18.81% | 3014.28%-2995.5pp | 1711.38%-1692.6pp | 551.85%-533.0pp |
| Employer contribution / active EE | $496 | $1,382-64.1% | $1,041-52.3% | $4,662-89.4% |
| Participant deferral / active EE | $6,100 | $2,624+132.5% | $1,954+212.2% | $6,690-8.8% |
| Admin fee / account holder | $417 | $3,328-87.5% | $2,827-85.2% | $13,392-96.9% |