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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 | $257,373 | $183,988+39.9% | $162,177+58.7% | $152,897+68.3% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 17.41% | 150.79%-133.4pp | 115.60%-98.2pp | 345.43%-328.0pp |
| Employer contribution / active EE | $2,413 | $6,370-62.1% | $5,613-57.0% | $4,764-49.4% |
| Participant deferral / active EE | $12,836 | $8,032+59.8% | $7,297+75.9% | $5,851+119.4% |
| Admin fee / account holder | $1,757 | $13,123-86.6% | $10,843-83.8% | $11,599-84.9% |