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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 | $256,897 | $209,405+22.7% | $178,486+43.9% | $158,931+61.6% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 10.38% | 188.77%-178.4pp | 151.08%-140.7pp | 302.86%-292.5pp |
| Employer contribution / active EE | $1,628 | $5,707-71.5% | $5,011-67.5% | $4,761-65.8% |
| Participant deferral / active EE | $4,043 | $5,954-32.1% | $5,202-22.3% | $5,982-32.4% |
| Admin fee / account holder | $35,873 | $17,076+110.1% | $13,985+156.5% | $11,247+219.0% |