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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 | $597,181 | $209,425+185.2% | $178,499+234.6% | $158,966+275.7% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 1152.61% | 188.80%+963.8pp | 151.10%+1001.5pp | 302.95%+849.7pp |
| Employer contribution / active EE | $2,000 | $5,707-65.0% | $5,011-60.1% | $4,762-58.0% |
| Participant deferral / active EE | $9,750 | $5,955+63.7% | $5,202+87.4% | $5,983+63.0% |
| Admin fee / account holder | $4,269 | $17,078-75.0% | $13,986-69.5% | $11,250-62.1% |