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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 | $311,415 | $102,635+203.4% | $86,209+261.2% | $139,456+123.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 16.72% | 1923.53%-1906.8pp | 1169.05%-1152.3pp | 373.45%-356.7pp |
| Employer contribution / active EE | $2,452 | $3,034-19.2% | $2,381+3.0% | $4,753-48.4% |
| Participant deferral / active EE | $14,942 | $4,677+219.5% | $3,986+274.9% | $6,711+122.6% |
| Admin fee / account holder | $2,021 | $8,661-76.7% | $6,853-70.5% | $11,407-82.3% |