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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 | $332,318 | $167,030+99.0% | $135,768+144.8% | $155,188+114.1% |
| Participation rate | 22.2% | 76.2%-53.9pp | 71.1%-48.9pp | 80.8%-58.6pp |
| Annual return | 15.59% | 678.39%-662.8pp | 526.10%-510.5pp | 148.84%-133.3pp |
| Employer contribution / active EE | $4,104 | $4,132-0.7% | $3,394+20.9% | $4,248-3.4% |
| Participant deferral / active EE | $4,685 | $4,528+3.5% | $3,977+17.8% | $6,531-28.3% |
| Admin fee / account holder | $2,415 | $8,172-70.4% | $7,048-65.7% | $14,480-83.3% |