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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 | $252,779 | $160,040+57.9% | $147,096+71.8% | $145,877+73.3% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 13.27% | 98.49%-85.2pp | 419.75%-406.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $1,382 | $5,289-73.9% | $4,936-72.0% | $4,663-70.4% |
| Participant deferral / active EE | $10,167 | $8,429+20.6% | $8,071+26.0% | $6,691+52.0% |
| Admin fee / account holder | $3,629 | $15,050-75.9% | $13,005-72.1% | $13,402-72.9% |