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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 | $318,152 | $160,070+98.8% | $147,117+116.3% | $145,897+118.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.61% | 98.69%-86.1pp | 420.54%-407.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $12,500 | $5,285+136.5% | $4,932+153.4% | $4,663+168.1% |
| Participant deferral / active EE | $20,333 | $8,419+141.5% | $8,065+152.1% | $6,689+204.0% |
| Admin fee / account holder | $2,286 | $15,035-84.8% | $12,993-82.4% | $13,390-82.9% |