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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% | $155,574+162.7% | $145,877+180.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 113.91% | 61.37%+52.5pp | 64.87%+49.0pp | 551.28%-437.4pp |
| Employer contribution / active EE | $3,622 | $5,317-31.9% | $4,676-22.5% | $4,663-22.3% |
| Participant deferral / active EE | $15,400 | $6,466+138.2% | $5,629+173.6% | $6,691+130.2% |
| Admin fee / account holder | $61,233 | $19,316+217.0% | $15,914+284.8% | $13,402+356.9% |