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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 | $320,767 | $202,345+58.5% | $172,755+85.7% | $152,885+109.8% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 31.92% | 1029.77%-997.9pp | 802.94%-771.0pp | 345.39%-313.5pp |
| Employer contribution / active EE | $12,920 | $5,858+120.6% | $5,144+151.2% | $4,763+171.3% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,098 | $17,111-76.0% | $13,955-70.6% | $11,598-64.7% |