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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 | $517,085 | $150,447+243.7% | $136,298+279.4% | $147,586+250.4% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 14.06% | 1049.15%-1035.1pp | 5156.27%-5142.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $4,000 | $5,256-23.9% | $4,696-14.8% | $4,876-18.0% |
| Participant deferral / active EE | $18,000 | $6,631+171.5% | $6,247+188.1% | $5,439+231.0% |
| Admin fee / account holder | $7,316 | $10,906-32.9% | $9,244-20.9% | $10,886-32.8% |