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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 | $300,786 | $101,618+196.0% | $93,063+223.2% | $137,256+119.1% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 1284.26% | 223.95%+1060.3pp | 34.15%+1250.1pp | 220.34%+1063.9pp |
| Employer contribution / active EE | $1,226 | $2,707-54.7% | $2,476-50.5% | $4,156-70.5% |
| Participant deferral / active EE | $3,108 | $4,279-27.4% | $3,958-21.5% | $6,407-51.5% |
| Admin fee / account holder | $1,283 | $6,198-79.3% | $6,033-78.7% | $12,270-89.5% |