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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 | $723,670 | $150,447+381.0% | $136,298+430.9% | $147,586+390.3% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 14.06% | 1049.15%-1035.1pp | 5156.27%-5142.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $6,557 | $5,256+24.8% | $4,696+39.6% | $4,876+34.5% |
| Participant deferral / active EE | $11,540 | $6,631+74.0% | $6,247+84.7% | $5,439+112.2% |
| Admin fee / account holder | $17,935 | $10,906+64.4% | $9,244+94.0% | $10,886+64.8% |