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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 | $318,035 | $150,447+111.4% | $136,298+133.3% | $147,586+115.5% |
| Participation rate | 65.2% | 84.4%-19.2pp | 81.9%-16.7pp | 82.8%-17.6pp |
| Annual return | 18.75% | 1049.15%-1030.4pp | 5156.27%-5137.5pp | 578.59%-559.8pp |
| Employer contribution / active EE | $3,391 | $5,256-35.5% | $4,696-27.8% | $4,876-30.5% |
| Participant deferral / active EE | $7,409 | $6,631+11.7% | $6,247+18.6% | $5,439+36.2% |
| Admin fee / account holder | $2,720 | $10,906-75.1% | $9,244-70.6% | $10,886-75.0% |