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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 | $356,047 | $96,691+268.2% | $86,656+310.9% | $139,487+155.3% |
| Participation rate | 66.7% | 74.4%-7.8pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 14.87% | 106.87%-92.0pp | 593.09%-578.2pp | 373.84%-359.0pp |
| Employer contribution / active EE | $18,951 | $3,267+480.1% | $3,025+526.4% | $4,755+298.6% |
| Participant deferral / active EE | $10,002 | $4,838+106.7% | $4,439+125.3% | $6,713+49.0% |
| Admin fee / account holder | $20,971 | $6,414+226.9% | $5,619+273.2% | $11,407+83.8% |