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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 | $302,148 | $176,105+71.6% | $159,474+89.5% | $167,536+80.3% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 13.43% | 331.91%-318.5pp | 263.68%-250.2pp | 478.82%-465.4pp |
| Employer contribution / active EE | $2,102 | $5,299-60.3% | $4,831-56.5% | $4,839-56.6% |
| Participant deferral / active EE | $5,336 | $7,751-31.2% | $7,353-27.4% | $6,342-15.9% |
| Admin fee / account holder | $2,960 | $12,559-76.4% | $10,802-72.6% | $12,315-76.0% |