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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 | $380,232 | $150,447+152.7% | $136,298+179.0% | $147,586+157.6% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 17.73% | 1049.15%-1031.4pp | 5156.27%-5138.5pp | 578.59%-560.9pp |
| Employer contribution / active EE | $1,930 | $5,256-63.3% | $4,696-58.9% | $4,876-60.4% |
| Participant deferral / active EE | $6,391 | $6,631-3.6% | $6,247+2.3% | $5,439+17.5% |
| Admin fee / account holder | $5,543 | $10,906-49.2% | $9,244-40.0% | $10,886-49.1% |