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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 | $365,635 | $144,130+153.7% | $117,861+210.2% | $147,586+147.7% |
| Participation rate | 68.4% | 83.4%-15.0pp | 79.7%-11.2pp | 82.8%-14.4pp |
| Annual return | 19.27% | 531.20%-511.9pp | 335.11%-315.8pp | 578.59%-559.3pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,025 | $5,316+32.1% | $4,482+56.7% | $5,439+29.2% |
| Admin fee / account holder | $9,938 | $10,887-8.7% | $8,021+23.9% | $10,886-8.7% |