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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 | $353,526 | $183,988+92.1% | $162,177+118.0% | $152,897+131.2% |
| Participation rate | 64.3% | 88.5%-24.2pp | 87.6%-23.3pp | 82.5%-18.2pp |
| Annual return | 25.44% | 150.79%-125.3pp | 115.60%-90.2pp | 345.43%-320.0pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,336 | $8,032-8.7% | $7,297+0.5% | $5,851+25.4% |
| Admin fee / account holder | $83,270 | $13,123+534.5% | $10,843+667.9% | $11,599+617.9% |