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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 | $252,659 | $202,342+24.9% | $172,753+46.3% | $152,909+65.2% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 18.64% | 1029.88%-1011.2pp | 803.00%-784.4pp | 345.46%-326.8pp |
| Employer contribution / active EE | $1,998 | $5,857-65.9% | $5,144-61.1% | $4,764-58.1% |
| Participant deferral / active EE | $4,517 | $5,948-24.1% | $5,198-13.1% | $5,851-22.8% |
| Admin fee / account holder | $2,523 | $17,112-85.3% | $13,956-81.9% | $11,601-78.3% |