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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 | $574,691 | $160,070+259.0% | $147,117+290.6% | $145,897+293.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 17.03% | 98.69%-81.7pp | 420.54%-403.5pp | 552.29%-535.3pp |
| Employer contribution / active EE | $13,992 | $5,285+164.8% | $4,932+183.7% | $4,663+200.1% |
| Participant deferral / active EE | $7,938 | $8,419-5.7% | $8,065-1.6% | $6,689+18.7% |
| Admin fee / account holder | $124,282 | $15,035+726.6% | $12,993+856.6% | $13,390+828.1% |