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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 | $342,312 | $209,888+63.1% | $189,545+80.6% | $167,553+104.3% |
| Participation rate | 60.0% | 88.7%-28.7pp | 87.8%-27.8pp | 82.1%-22.1pp |
| Annual return | 19.25% | 748.66%-729.4pp | 555.36%-536.1pp | 478.89%-459.6pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $15,185 | $8,934+70.0% | $8,220+84.7% | $6,343+139.4% |
| Admin fee / account holder | $2,460 | $14,300-82.8% | $12,049-79.6% | $12,316-80.0% |