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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 | $341,981 | $160,070+113.6% | $147,117+132.5% | $145,897+134.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.52% | 98.69%-88.2pp | 420.54%-410.0pp | 552.29%-541.8pp |
| Employer contribution / active EE | $8,011 | $5,285+51.6% | $4,932+62.4% | $4,663+71.8% |
| Participant deferral / active EE | $8,441 | $8,419+0.3% | $8,065+4.7% | $6,689+26.2% |
| Admin fee / account holder | $1,228 | $15,035-91.8% | $12,993-90.6% | $13,390-90.8% |