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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 | $295,022 | $183,988+60.3% | $162,177+81.9% | $152,897+93.0% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 16.34% | 150.79%-134.4pp | 115.60%-99.3pp | 345.43%-329.1pp |
| Employer contribution / active EE | $2,205 | $6,370-65.4% | $5,613-60.7% | $4,764-53.7% |
| Participant deferral / active EE | $7,024 | $8,032-12.6% | $7,297-3.7% | $5,851+20.0% |
| Admin fee / account holder | $1,486 | $13,123-88.7% | $10,843-86.3% | $11,599-87.2% |