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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 | $319,398 | $160,070+99.5% | $147,117+117.1% | $145,897+118.9% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 15.10% | 98.69%-83.6pp | 420.54%-405.4pp | 552.29%-537.2pp |
| Employer contribution / active EE | $2,227 | $5,285-57.9% | $4,932-54.9% | $4,663-52.2% |
| Participant deferral / active EE | $7,903 | $8,419-6.1% | $8,065-2.0% | $6,689+18.1% |
| Admin fee / account holder | $1,528 | $15,035-89.8% | $12,993-88.2% | $13,390-88.6% |