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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 | $183,539+122.7% | $155,556+162.8% | $145,897+180.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 113.91% | 61.31%+52.6pp | 64.84%+49.1pp | 552.29%-438.4pp |
| Employer contribution / active EE | $3,622 | $5,315-31.9% | $4,675-22.5% | $4,663-22.3% |
| Participant deferral / active EE | $15,400 | $6,467+138.1% | $5,631+173.5% | $6,689+130.2% |
| Admin fee / account holder | $61,233 | $19,275+217.7% | $15,885+285.5% | $13,390+357.3% |