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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 | $375,318 | $209,847+78.9% | $189,520+98.0% | $167,518+124.0% |
| Participation rate | 63.6% | 88.7%-25.0pp | 87.8%-24.2pp | 82.1%-18.5pp |
| Annual return | 13.67% | 748.45%-734.8pp | 555.25%-541.6pp | 478.71%-465.0pp |
| Employer contribution / active EE | $3,133 | $6,913-54.7% | $6,161-49.1% | $4,838-35.2% |
| Participant deferral / active EE | $7,693 | $8,934-13.9% | $8,220-6.4% | $6,342+21.3% |
| Admin fee / account holder | $8,814 | $14,295-38.3% | $12,046-26.8% | $12,312-28.4% |