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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 | $388,783 | $202,345+92.1% | $172,755+125.0% | $152,885+154.3% |
| Participation rate | 61.5% | 87.1%-25.5pp | 82.6%-21.1pp | 82.5%-20.9pp |
| Annual return | 18.64% | 1029.77%-1011.1pp | 802.94%-784.3pp | 345.39%-326.7pp |
| Employer contribution / active EE | $2,592 | $5,858-55.8% | $5,144-49.6% | $4,763-45.6% |
| Participant deferral / active EE | $10,900 | $5,948+83.3% | $5,198+109.7% | $5,851+86.3% |
| Admin fee / account holder | $480 | $17,111-97.2% | $13,955-96.6% | $11,598-95.9% |