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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 | $278,109 | $149,040+86.6% | $120,225+131.3% | $137,256+102.6% |
| Participation rate | 61.5% | 75.4%-13.9pp | 69.6%-8.0pp | 80.0%-18.4pp |
| Annual return | 10.60% | 605.68%-595.1pp | 439.23%-428.6pp | 220.34%-209.7pp |
| Employer contribution / active EE | $625 | $4,350-85.6% | $3,475-82.0% | $4,156-85.0% |
| Participant deferral / active EE | $2,655 | $4,655-43.0% | $3,999-33.6% | $6,407-58.6% |
| Admin fee / account holder | $2,384 | $6,348-62.4% | $5,696-58.2% | $12,270-80.6% |