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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 | $339,712 | $209,888+61.9% | $189,545+79.2% | $167,553+102.7% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 18.51% | 748.66%-730.2pp | 555.36%-536.9pp | 478.89%-460.4pp |
| Employer contribution / active EE | $3,280 | $6,915-52.6% | $6,162-46.8% | $4,840-32.2% |
| Participant deferral / active EE | $10,327 | $8,934+15.6% | $8,220+25.6% | $6,343+62.8% |
| Admin fee / account holder | $5,364 | $14,300-62.5% | $12,049-55.5% | $12,316-56.5% |