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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 | $266,869 | $150,445+77.4% | $136,297+95.8% | $147,585+80.8% |
| Participation rate | 64.3% | 84.4%-20.1pp | 81.9%-17.6pp | 82.8%-18.5pp |
| Annual return | 12.80% | 1049.14%-1036.3pp | 5156.16%-5143.4pp | 578.57%-565.8pp |
| Employer contribution / active EE | $3,715 | $5,256-29.3% | $4,696-20.9% | $4,876-23.8% |
| Participant deferral / active EE | $6,282 | $6,631-5.3% | $6,247+0.6% | $5,439+15.5% |
| Admin fee / account holder | $10,510 | $10,906-3.6% | $9,244+13.7% | $10,885-3.5% |