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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 | $349,111 | $176,120+98.2% | $159,487+118.9% | $167,553+108.4% |
| Participation rate | 62.5% | 85.0%-22.5pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 19.11% | 331.95%-312.8pp | 263.71%-244.6pp | 478.89%-459.8pp |
| Employer contribution / active EE | $1,772 | $5,299-66.6% | $4,831-63.3% | $4,840-63.4% |
| Participant deferral / active EE | $5,561 | $7,752-28.3% | $7,354-24.4% | $6,343-12.3% |
| Admin fee / account holder | $12,706 | $12,561+1.2% | $10,804+17.6% | $12,316+3.2% |