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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 | $395,590 | $150,447+162.9% | $136,298+190.2% | $147,586+168.0% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 23.95% | 1049.15%-1025.2pp | 5156.27%-5132.3pp | 578.59%-554.6pp |
| Employer contribution / active EE | $5,519 | $5,256+5.0% | $4,696+17.5% | $4,876+13.2% |
| Participant deferral / active EE | $9,030 | $6,631+36.2% | $6,247+44.5% | $5,439+66.0% |
| Admin fee / account holder | $7,450 | $10,906-31.7% | $9,244-19.4% | $10,886-31.6% |