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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 | $294,499 | $76,519+284.9% | $56,025+425.7% | $145,897+101.9% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 21.21% | 3017.03%-2995.8pp | 1712.69%-1691.5pp | 552.29%-531.1pp |
| Employer contribution / active EE | $800 | $1,383-42.2% | $1,042-23.2% | $4,663-82.8% |
| Participant deferral / active EE | $10,167 | $2,624+287.4% | $1,955+420.2% | $6,689+52.0% |
| Admin fee / account holder | $8,676 | $3,331+160.5% | $2,828+206.7% | $13,390-35.2% |