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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 | $375,359 | $160,070+134.5% | $147,117+155.1% | $145,897+157.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.78% | 98.69%-85.9pp | 420.54%-407.8pp | 552.29%-539.5pp |
| Employer contribution / active EE | $3,889 | $5,285-26.4% | $4,932-21.1% | $4,663-16.6% |
| Participant deferral / active EE | $15,746 | $8,419+87.0% | $8,065+95.3% | $6,689+135.4% |
| Admin fee / account holder | $12,980 | $15,035-13.7% | $12,993-0.1% | $13,390-3.1% |