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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 | $342,020 | $171,867+99.0% | $149,721+128.4% | $147,586+131.7% |
| Participation rate | 57.1% | 88.2%-31.0pp | 87.1%-29.9pp | 82.8%-25.7pp |
| Annual return | 17.80% | 2113.36%-2095.6pp | 1501.67%-1483.9pp | 578.59%-560.8pp |
| Employer contribution / active EE | $1,866 | $6,275-70.3% | $5,444-65.7% | $4,876-61.7% |
| Participant deferral / active EE | $4,272 | $7,270-41.2% | $6,568-35.0% | $5,439-21.5% |
| Admin fee / account holder | $28,519 | $13,799+106.7% | $11,282+152.8% | $10,886+162.0% |