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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 | $345,683 | $160,070+116.0% | $147,117+135.0% | $145,897+136.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.83% | 98.69%-81.9pp | 420.54%-403.7pp | 552.29%-535.5pp |
| Employer contribution / active EE | $1,412 | $5,285-73.3% | $4,932-71.4% | $4,663-69.7% |
| Participant deferral / active EE | $6,099 | $8,419-27.6% | $8,065-24.4% | $6,689-8.8% |
| Admin fee / account holder | $6,576 | $15,035-56.3% | $12,993-49.4% | $13,390-50.9% |