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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 | $256,496 | $160,070+60.2% | $147,117+74.3% | $145,897+75.8% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-13.0pp | 80.3%-11.1pp |
| Annual return | 33.26% | 98.69%-65.4pp | 420.54%-387.3pp | 552.29%-519.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,520 | $8,419-22.6% | $8,065-19.2% | $6,689-2.5% |
| Admin fee / account holder | $1,499 | $15,035-90.0% | $12,993-88.5% | $13,390-88.8% |