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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 | $297,966 | $160,070+86.1% | $147,117+102.5% | $145,897+104.2% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 11.47% | 98.69%-87.2pp | 420.54%-409.1pp | 552.29%-540.8pp |
| Employer contribution / active EE | $2,561 | $5,285-51.5% | $4,932-48.1% | $4,663-45.1% |
| Participant deferral / active EE | $7,973 | $8,419-5.3% | $8,065-1.1% | $6,689+19.2% |
| Admin fee / account holder | $685 | $15,035-95.4% | $12,993-94.7% | $13,390-94.9% |