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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 | $275,406 | $169,336+62.6% | $129,384+112.9% | $145,884+88.8% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 37.82% | 14408.70%-14370.9pp | 9461.77%-9424.0pp | 551.85%-514.0pp |
| Employer contribution / active EE | $2,750 | $5,540-50.4% | $4,153-33.8% | $4,662-41.0% |
| Participant deferral / active EE | $6,571 | $4,985+31.8% | $4,166+57.7% | $6,690-1.8% |
| Admin fee / account holder | $501 | $9,912-94.9% | $7,686-93.5% | $13,392-96.3% |