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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 | $277,272 | $176,077+57.5% | $159,455+73.9% | $167,518+65.5% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 16.70% | 331.83%-315.1pp | 263.63%-246.9pp | 478.71%-462.0pp |
| Employer contribution / active EE | $1,357 | $5,298-74.4% | $4,830-71.9% | $4,838-72.0% |
| Participant deferral / active EE | $3,181 | $7,751-59.0% | $7,353-56.7% | $6,342-49.8% |
| Admin fee / account holder | $6,918 | $12,556-44.9% | $10,800-35.9% | $12,312-43.8% |