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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 | $277,249 | $88,815+212.2% | $81,882+238.6% | $145,897+90.0% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 14.40% | 1033.75%-1019.3pp | 779.47%-765.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $10,460 | $3,086+238.9% | $2,916+258.7% | $4,663+124.3% |
| Participant deferral / active EE | $7,625 | $4,647+64.1% | $4,323+76.4% | $6,689+14.0% |
| Admin fee / account holder | $4,784 | $8,434-43.3% | $7,360-35.0% | $13,390-64.3% |