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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 | $265,580 | $184,000+44.3% | $162,185+63.8% | $152,909+73.7% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 23.84% | 150.80%-127.0pp | 115.61%-91.8pp | 345.46%-321.6pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,733 | $8,033+8.7% | $7,297+19.7% | $5,851+49.3% |
| Admin fee / account holder | $1,360 | $13,124-89.6% | $10,844-87.5% | $11,601-88.3% |