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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 | $420,541 | $160,070+162.7% | $147,117+185.9% | $145,897+188.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.18% | 98.69%-83.5pp | 420.54%-405.4pp | 552.29%-537.1pp |
| Employer contribution / active EE | $2,735 | $5,285-48.2% | $4,932-44.5% | $4,663-41.3% |
| Participant deferral / active EE | $4,912 | $8,419-41.7% | $8,065-39.1% | $6,689-26.6% |
| Admin fee / account holder | $29,223 | $15,035+94.4% | $12,993+124.9% | $13,390+118.2% |