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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 | $286,851 | $180,749+58.7% | $160,784+78.4% | $137,256+109.0% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 17.63% | 2234.46%-2216.8pp | 1803.92%-1786.3pp | 220.34%-202.7pp |
| Employer contribution / active EE | $3,021 | $4,155-27.3% | $3,733-19.1% | $4,156-27.3% |
| Participant deferral / active EE | $12,436 | $6,844+81.7% | $6,293+97.6% | $6,407+94.1% |
| Admin fee / account holder | $20,784 | $10,397+99.9% | $9,717+113.9% | $12,270+69.4% |