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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 | $260,096 | $176,105+47.7% | $159,474+63.1% | $167,536+55.2% |
| Participation rate | 40.0% | 85.0%-45.0pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 21.29% | 331.91%-310.6pp | 263.68%-242.4pp | 478.82%-457.5pp |
| Employer contribution / active EE | $1,983 | $5,299-62.6% | $4,831-58.9% | $4,839-59.0% |
| Participant deferral / active EE | $6,225 | $7,751-19.7% | $7,353-15.3% | $6,342-1.8% |
| Admin fee / account holder | $1,249 | $12,559-90.1% | $10,802-88.4% | $12,315-89.9% |