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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 | $451,124 | $150,447+199.9% | $136,298+231.0% | $147,586+205.7% |
| Participation rate | 25.0% | 84.4%-59.4pp | 81.9%-56.9pp | 82.8%-57.8pp |
| Annual return | 18.36% | 1049.15%-1030.8pp | 5156.27%-5137.9pp | 578.59%-560.2pp |
| Employer contribution / active EE | $970 | $5,256-81.5% | $4,696-79.3% | $4,876-80.1% |
| Participant deferral / active EE | $4,500 | $6,631-32.1% | $6,247-28.0% | $5,439-17.3% |
| Admin fee / account holder | $1,701 | $10,906-84.4% | $9,244-81.6% | $10,886-84.4% |