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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 | $371,277 | $176,105+110.8% | $159,474+132.8% | $167,536+121.6% |
| Participation rate | 44.4% | 85.0%-40.5pp | 82.8%-38.4pp | 82.1%-37.7pp |
| Annual return | 19.60% | 331.91%-312.3pp | 263.68%-244.1pp | 478.82%-459.2pp |
| Employer contribution / active EE | $1,708 | $5,299-67.8% | $4,831-64.6% | $4,839-64.7% |
| Participant deferral / active EE | $4,733 | $7,751-38.9% | $7,353-35.6% | $6,342-25.4% |
| Admin fee / account holder | $2,524 | $12,559-79.9% | $10,802-76.6% | $12,315-79.5% |