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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 | $309,437 | $176,120+75.7% | $159,487+94.0% | $167,553+84.7% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 18.67% | 331.95%-313.3pp | 263.71%-245.0pp | 478.89%-460.2pp |
| Employer contribution / active EE | $2,193 | $5,299-58.6% | $4,831-54.6% | $4,840-54.7% |
| Participant deferral / active EE | $10,200 | $7,752+31.6% | $7,354+38.7% | $6,343+60.8% |
| Admin fee / account holder | $4,591 | $12,561-63.5% | $10,804-57.5% | $12,316-62.7% |