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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 | $258,377 | $202,342+27.7% | $172,752+49.6% | $152,897+69.0% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 13.45% | 1029.83%-1016.4pp | 802.97%-789.5pp | 345.43%-332.0pp |
| Employer contribution / active EE | $4,789 | $5,858-18.2% | $5,144-6.9% | $4,764+0.5% |
| Participant deferral / active EE | $6,522 | $5,948+9.6% | $5,198+25.5% | $5,851+11.5% |
| Admin fee / account holder | $2,431 | $17,111-85.8% | $13,955-82.6% | $11,599-79.0% |