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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 | $642,797 | $160,070+301.6% | $147,117+336.9% | $145,897+340.6% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 22.91% | 98.69%-75.8pp | 420.54%-397.6pp | 552.29%-529.4pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,343 | $8,419-0.9% | $8,065+3.5% | $6,689+24.7% |
| Admin fee / account holder | $125,015 | $15,035+731.5% | $12,993+862.2% | $13,390+833.6% |