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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 | $76,608+284.4% | $56,077+425.2% | $145,877+101.9% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 21.21% | 3009.59%-2988.4pp | 1709.28%-1688.1pp | 551.28%-530.1pp |
| Employer contribution / active EE | $800 | $1,382-42.1% | $1,040-23.1% | $4,663-82.8% |
| Participant deferral / active EE | $10,167 | $2,624+287.4% | $1,954+420.3% | $6,691+52.0% |
| Admin fee / account holder | $8,676 | $3,325+160.9% | $2,825+207.1% | $13,402-35.3% |