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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 | $331,729 | $217,427+52.6% | $185,837+78.5% | $167,518+98.0% |
| Participation rate | 25.0% | 86.0%-61.0pp | 81.7%-56.7pp | 82.1%-57.1pp |
| Annual return | 13.74% | 148.39%-134.7pp | 122.08%-108.3pp | 478.71%-465.0pp |
| Employer contribution / active EE | $3,142 | $5,874-46.5% | $5,168-39.2% | $4,838-35.1% |
| Participant deferral / active EE | $5,281 | $6,357-16.9% | $5,568-5.2% | $6,342-16.7% |
| Admin fee / account holder | $1,092 | $19,816-94.5% | $16,241-93.3% | $12,312-91.1% |