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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 | $408,740 | $183,592+122.6% | $155,567+162.7% | $145,959+180.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 113.91% | 61.24%+52.7pp | 64.74%+49.2pp | 561.95%-448.0pp |
| Employer contribution / active EE | $3,622 | $5,315-31.8% | $4,674-22.5% | $4,661-22.3% |
| Participant deferral / active EE | $15,400 | $6,464+138.2% | $5,628+173.6% | $6,689+130.2% |
| Admin fee / account holder | $61,233 | $19,318+217.0% | $15,916+284.7% | $13,398+357.0% |