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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 | $453,790 | $76,519+493.0% | $56,025+710.0% | $145,897+211.0% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 10.57% | 3017.03%-3006.5pp | 1712.69%-1702.1pp | 552.29%-541.7pp |
| Employer contribution / active EE | $284 | $1,383-79.5% | $1,042-72.8% | $4,663-93.9% |
| Participant deferral / active EE | $744 | $2,624-71.6% | $1,955-61.9% | $6,689-88.9% |
| Admin fee / account holder | $12,729 | $3,331+282.2% | $2,828+350.0% | $13,390-4.9% |