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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 | $274,807 | $171,867+59.9% | $149,721+83.5% | $147,586+86.2% |
| Participation rate | 43.5% | 88.2%-44.7pp | 87.1%-43.6pp | 82.8%-39.4pp |
| Annual return | 12.18% | 2113.36%-2101.2pp | 1501.67%-1489.5pp | 578.59%-566.4pp |
| Employer contribution / active EE | $5,512 | $6,275-12.2% | $5,444+1.2% | $4,876+13.0% |
| Participant deferral / active EE | $6,533 | $7,270-10.1% | $6,568-0.5% | $5,439+20.1% |
| Admin fee / account holder | $15,497 | $13,799+12.3% | $11,282+37.4% | $10,886+42.4% |