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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 | $255,582 | $160,070+59.7% | $147,117+73.7% | $145,897+75.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.17% | 98.69%-87.5pp | 420.54%-409.4pp | 552.29%-541.1pp |
| Employer contribution / active EE | $3,603 | $5,285-31.8% | $4,932-27.0% | $4,663-22.7% |
| Participant deferral / active EE | $10,485 | $8,419+24.5% | $8,065+30.0% | $6,689+56.7% |
| Admin fee / account holder | $1,813 | $15,035-87.9% | $12,993-86.0% | $13,390-86.5% |