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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 | $269,770 | $160,070+68.5% | $147,117+83.4% | $145,897+84.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.83% | 98.69%-86.9pp | 420.54%-408.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $1,990 | $5,285-62.3% | $4,932-59.7% | $4,663-57.3% |
| Participant deferral / active EE | $4,149 | $8,419-50.7% | $8,065-48.6% | $6,689-38.0% |
| Admin fee / account holder | $6,094 | $15,035-59.5% | $12,993-53.1% | $13,390-54.5% |