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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 | $258,805 | $109,905+135.5% | $98,506+162.7% | $167,553+54.5% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 16.45% | 1960.20%-1943.7pp | 1494.92%-1478.5pp | 478.89%-462.4pp |
| Employer contribution / active EE | $996 | $3,226-69.1% | $2,961-66.4% | $4,840-79.4% |
| Participant deferral / active EE | $5,017 | $4,674+7.3% | $4,277+17.3% | $6,343-20.9% |
| Admin fee / account holder | $3,310 | $6,760-51.0% | $5,955-44.4% | $12,316-73.1% |