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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 | $306,138 | $202,342+51.3% | $172,752+77.2% | $152,897+100.2% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 16.46% | 1029.83%-1013.4pp | 802.97%-786.5pp | 345.43%-329.0pp |
| Employer contribution / active EE | $3,348 | $5,858-42.9% | $5,144-34.9% | $4,764-29.7% |
| Participant deferral / active EE | $9,600 | $5,948+61.4% | $5,198+84.7% | $5,851+64.1% |
| Admin fee / account holder | $128,773 | $17,111+652.6% | $13,955+822.8% | $11,599+1010.2% |