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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 | $253,073 | $68,097+271.6% | $62,929+302.2% | $137,256+84.4% |
| Participation rate | 68.4% | 77.4%-9.0pp | 73.1%-4.7pp | 80.0%-11.5pp |
| Annual return | 19.34% | 1859.11%-1839.8pp | 1063.93%-1044.6pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,668 | $2,811-40.7% | $2,505-33.4% | $4,156-59.9% |
| Participant deferral / active EE | $4,950 | $4,553+8.7% | $3,888+27.3% | $6,407-22.7% |
| Admin fee / account holder | $13,543 | $6,521+107.7% | $5,065+167.4% | $12,270+10.4% |