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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 | $270,066 | $160,070+68.7% | $147,117+83.6% | $145,897+85.1% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 14.63% | 98.69%-84.1pp | 420.54%-405.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,326 | $5,285-56.0% | $4,932-52.8% | $4,663-50.1% |
| Participant deferral / active EE | $6,023 | $8,419-28.5% | $8,065-25.3% | $6,689-10.0% |
| Admin fee / account holder | $1,008 | $15,035-93.3% | $12,993-92.2% | $13,390-92.5% |