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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 | $789,445 | $102,595+669.5% | $94,057+739.3% | $154,746+410.2% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 13.56% | 583.42%-569.9pp | 480.62%-467.1pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,343 | $3,147-57.3% | $2,933-54.2% | $4,379-69.3% |
| Participant deferral / active EE | $6,130 | $5,118+19.8% | $4,709+30.2% | $6,730-8.9% |
| Admin fee / account holder | $28,918 | $7,736+273.8% | $7,244+299.2% | $14,365+101.3% |