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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 | $258,527 | $108,701+137.8% | $74,723+246.0% | $152,909+69.1% |
| Participation rate | 53.8% | 65.4%-11.5pp | 54.5%-0.6pp | 82.5%-28.6pp |
| Annual return | 21.68% | 114.12%-92.4pp | 753.18%-731.5pp | 345.46%-323.8pp |
| Employer contribution / active EE | $2,582 | $1,504+71.6% | $1,084+138.1% | $4,764-45.8% |
| Participant deferral / active EE | $1,897 | $2,709-30.0% | $1,962-3.3% | $5,851-67.6% |
| Admin fee / account holder | $5,284 | $4,906+7.7% | $3,335+58.4% | $11,601-54.5% |