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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 | $304,606 | $166,131+83.4% | $164,975+84.6% | $145,877+108.8% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 96.29% | 100.37%-4.1pp | 70.12%+26.2pp | 551.28%-455.0pp |
| Employer contribution / active EE | $3,224 | $5,276-38.9% | $4,343-25.8% | $4,663-30.9% |
| Participant deferral / active EE | $7,045 | $6,962+1.2% | $6,033+16.8% | $6,691+5.3% |
| Admin fee / account holder | $2,373 | $16,648-85.7% | $12,688-81.3% | $13,402-82.3% |