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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 | $361,787 | $160,070+126.0% | $147,117+145.9% | $145,897+148.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 20.91% | 98.69%-77.8pp | 420.54%-399.6pp | 552.29%-531.4pp |
| Employer contribution / active EE | $3,851 | $5,285-27.1% | $4,932-21.9% | $4,663-17.4% |
| Participant deferral / active EE | $10,615 | $8,419+26.1% | $8,065+31.6% | $6,689+58.7% |
| Admin fee / account holder | $97,028 | $15,035+545.3% | $12,993+646.8% | $13,390+624.6% |