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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 | $263,386 | $88,815+196.6% | $81,882+221.7% | $145,897+80.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 2192.24% | 1033.75%+1158.5pp | 779.47%+1412.8pp | 552.29%+1639.9pp |
| Employer contribution / active EE | $2,696 | $3,086-12.6% | $2,916-7.5% | $4,663-42.2% |
| Participant deferral / active EE | $9,627 | $4,647+107.1% | $4,323+122.7% | $6,689+43.9% |
| Admin fee / account holder | $902 | $8,434-89.3% | $7,360-87.8% | $13,390-93.3% |