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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 | $339,603 | $176,105+92.8% | $159,474+113.0% | $167,536+102.7% |
| Participation rate | 46.2% | 85.0%-38.8pp | 82.8%-36.7pp | 82.1%-36.0pp |
| Annual return | 11.54% | 331.91%-320.4pp | 263.68%-252.1pp | 478.82%-467.3pp |
| Employer contribution / active EE | $1,391 | $5,299-73.7% | $4,831-71.2% | $4,839-71.3% |
| Participant deferral / active EE | $4,242 | $7,751-45.3% | $7,353-42.3% | $6,342-33.1% |
| Admin fee / account holder | $14,819 | $12,559+18.0% | $10,802+37.2% | $12,315+20.3% |