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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 | $266,189 | $175,257+51.9% | $149,717+77.8% | $139,456+90.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 108.46% | 166.70%-58.2pp | 134.41%-25.9pp | 373.45%-265.0pp |
| Employer contribution / active EE | $1,938 | $5,477-64.6% | $4,820-59.8% | $4,753-59.2% |
| Participant deferral / active EE | $4,900 | $6,521-24.9% | $5,682-13.8% | $6,711-27.0% |
| Admin fee / account holder | $17,098 | $16,156+5.8% | $13,213+29.4% | $11,407+49.9% |