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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 | $390,269 | $99,011+294.2% | $86,582+350.8% | $147,586+164.4% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 14.44% | 1312.75%-1298.3pp | 965.08%-950.6pp | 578.59%-564.2pp |
| Employer contribution / active EE | $2,363 | $3,132-24.6% | $2,839-16.8% | $4,876-51.5% |
| Participant deferral / active EE | $7,616 | $3,972+91.7% | $3,609+111.1% | $5,439+40.0% |
| Admin fee / account holder | $1,903 | $5,709-66.7% | $4,904-61.2% | $10,886-82.5% |