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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 | $805,842 | $138,076+483.6% | $123,553+552.2% | $135,380+495.2% |
| Participation rate | 18.2% | 84.7%-66.6pp | 82.3%-64.1pp | 82.6%-64.5pp |
| Annual return | 1.91% | 153.70%-151.8pp | 119.21%-117.3pp | 519.81%-517.9pp |
| Employer contribution / active EE | $8,840 | $5,152+71.6% | $4,628+91.0% | $4,779+85.0% |
| Participant deferral / active EE | $4,364 | $6,800-35.8% | $6,426-32.1% | $5,609-22.2% |
| Admin fee / account holder | $43,346 | $10,917+297.1% | $9,284+366.9% | $10,828+300.3% |