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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 | $250,624 | $88,702+182.5% | $81,780+206.5% | $145,978+71.7% |
| Participation rate | 69.6% | 75.0%-5.5pp | 72.4%-2.8pp | 80.3%-10.7pp |
| Annual return | 18.70% | 1029.12%-1010.4pp | 776.27%-757.6pp | 550.52%-531.8pp |
| Employer contribution / active EE | $2,133 | $3,084-30.9% | $2,914-26.8% | $4,662-54.3% |
| Participant deferral / active EE | $7,091 | $4,645+52.6% | $4,321+64.1% | $6,690+6.0% |
| Admin fee / account holder | $19,806 | $8,414+135.4% | $7,384+168.2% | $13,400+47.8% |