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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 | $251,947 | $175,257+43.8% | $149,717+68.3% | $139,456+80.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 22.33% | 166.70%-144.4pp | 134.41%-112.1pp | 373.45%-351.1pp |
| Employer contribution / active EE | $9,750 | $5,477+78.0% | $4,820+102.3% | $4,753+105.1% |
| Participant deferral / active EE | $9,750 | $6,521+49.5% | $5,682+71.6% | $6,711+45.3% |
| Admin fee / account holder | $2,080 | $16,156-87.1% | $13,213-84.3% | $11,407-81.8% |