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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 | $250,247 | $209,888+19.2% | $189,545+32.0% | $167,553+49.4% |
| Participation rate | 65.2% | 88.7%-23.4pp | 87.8%-22.6pp | 82.1%-16.9pp |
| Annual return | 14.51% | 748.66%-734.2pp | 555.36%-540.9pp | 478.89%-464.4pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $8,834 | $8,934-1.1% | $8,220+7.5% | $6,343+39.3% |
| Admin fee / account holder | $20,791 | $14,300+45.4% | $12,049+72.6% | $12,316+68.8% |