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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 | $88,778+182.3% | $81,844+206.2% | $145,884+71.8% |
| Participation rate | 69.6% | 75.1%-5.5pp | 72.4%-2.8pp | 80.3%-10.7pp |
| Annual return | 18.70% | 1033.03%-1014.3pp | 778.87%-760.2pp | 551.85%-533.2pp |
| Employer contribution / active EE | $2,133 | $3,087-30.9% | $2,916-26.9% | $4,662-54.3% |
| Participant deferral / active EE | $7,091 | $4,648+52.5% | $4,323+64.0% | $6,690+6.0% |
| Admin fee / account holder | $19,806 | $8,430+134.9% | $7,355+169.3% | $13,392+47.9% |