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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 | $250,739 | $176,120+42.4% | $159,487+57.2% | $167,553+49.6% |
| Participation rate | 45.5% | 85.0%-39.5pp | 82.8%-37.4pp | 82.1%-36.7pp |
| Annual return | 16.67% | 331.95%-315.3pp | 263.71%-247.0pp | 478.89%-462.2pp |
| Employer contribution / active EE | $1,269 | $5,299-76.1% | $4,831-73.7% | $4,840-73.8% |
| Participant deferral / active EE | $3,042 | $7,752-60.8% | $7,354-58.6% | $6,343-52.0% |
| Admin fee / account holder | $543 | $12,561-95.7% | $10,804-95.0% | $12,316-95.6% |