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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 | $317,016 | $150,447+110.7% | $136,298+132.6% | $147,586+114.8% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 22.60% | 1049.15%-1026.6pp | 5156.27%-5133.7pp | 578.59%-556.0pp |
| Employer contribution / active EE | $2,268 | $5,256-56.9% | $4,696-51.7% | $4,876-53.5% |
| Participant deferral / active EE | $6,387 | $6,631-3.7% | $6,247+2.2% | $5,439+17.4% |
| Admin fee / account holder | $12,775 | $10,906+17.1% | $9,244+38.2% | $10,886+17.4% |