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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 | $402,977 | $171,867+134.5% | $149,721+169.2% | $147,586+173.0% |
| Participation rate | 33.3% | 88.2%-54.9pp | 87.1%-53.7pp | 82.8%-49.5pp |
| Annual return | 20.23% | 2113.36%-2093.1pp | 1501.67%-1481.4pp | 578.59%-558.4pp |
| Employer contribution / active EE | $1,400 | $6,275-77.7% | $5,444-74.3% | $4,876-71.3% |
| Participant deferral / active EE | $8,150 | $7,270+12.1% | $6,568+24.1% | $5,439+49.9% |
| Admin fee / account holder | $753 | $13,799-94.5% | $11,282-93.3% | $10,886-93.1% |