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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 | $288,506 | $226,105+27.6% | $182,540+58.1% | $152,897+88.7% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 24.53% | 192.58%-168.0pp | 148.58%-124.0pp | 345.43%-320.9pp |
| Employer contribution / active EE | $3,223 | $4,978-35.3% | $4,076-20.9% | $4,764-32.3% |
| Participant deferral / active EE | $3,223 | $6,370-49.4% | $5,525-41.7% | $5,851-44.9% |
| Admin fee / account holder | $63,202 | $10,706+490.4% | $8,593+635.5% | $11,599+444.9% |