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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 | $613,713 | $176,077+248.5% | $159,455+284.9% | $167,518+266.4% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 25.54% | 331.83%-306.3pp | 263.63%-238.1pp | 478.71%-453.2pp |
| Employer contribution / active EE | $2,639 | $5,298-50.2% | $4,830-45.4% | $4,838-45.5% |
| Participant deferral / active EE | $8,876 | $7,751+14.5% | $7,353+20.7% | $6,342+40.0% |
| Admin fee / account holder | $5,108 | $12,556-59.3% | $10,800-52.7% | $12,312-58.5% |