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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 | $301,983 | $234,190+28.9% | $180,320+67.5% | $198,609+52.0% |
| Participation rate | 68.2% | 77.1%-8.9pp | 71.5%-3.4pp | 82.4%-14.2pp |
| Annual return | 11.20% | 1057.44%-1046.2pp | 778.54%-767.3pp | 202.70%-191.5pp |
| Employer contribution / active EE | $2,782 | $5,258-47.1% | $4,108-32.3% | $5,055-45.0% |
| Participant deferral / active EE | $5,577 | $4,988+11.8% | $4,304+29.6% | $6,977-20.1% |
| Admin fee / account holder | $11,229 | $12,558-10.6% | $10,000+12.3% | $19,030-41.0% |