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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 | $339,387 | $106,008+220.2% | $92,240+267.9% | $147,586+130.0% |
| Participation rate | 68.8% | 80.4%-11.7pp | 76.5%-7.7pp | 82.8%-14.1pp |
| Annual return | 19.52% | 50.05%-30.5pp | 176.29%-156.8pp | 578.59%-559.1pp |
| Employer contribution / active EE | $9,295 | $4,333+114.5% | $3,680+152.6% | $4,876+90.6% |
| Participant deferral / active EE | $10,577 | $4,478+136.2% | $3,897+171.4% | $5,439+94.5% |
| Admin fee / account holder | $12,720 | $6,333+100.9% | $5,194+144.9% | $10,886+16.9% |