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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 | $76,608+492.4% | $56,077+709.2% | $145,877+211.1% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 10.57% | 3009.59%-2999.0pp | 1709.28%-1698.7pp | 551.28%-540.7pp |
| Employer contribution / active EE | $284 | $1,382-79.5% | $1,040-72.7% | $4,663-93.9% |
| Participant deferral / active EE | $744 | $2,624-71.6% | $1,954-61.9% | $6,691-88.9% |
| Admin fee / account holder | $12,729 | $3,325+282.8% | $2,825+350.6% | $13,402-5.0% |