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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 | $253,403 | $96,388+162.9% | $80,627+214.3% | $139,466+81.7% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 17.79% | 1352.08%-1334.3pp | 936.76%-919.0pp | 373.66%-355.9pp |
| Employer contribution / active EE | $3,923 | $3,260+20.3% | $2,723+44.1% | $4,754-17.5% |
| Participant deferral / active EE | $13,500 | $5,224+158.4% | $4,443+203.9% | $6,712+101.1% |
| Admin fee / account holder | $1,081 | $6,603-83.6% | $5,381-79.9% | $11,409-90.5% |