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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 | $263,242 | $176,105+49.5% | $159,474+65.1% | $167,536+57.1% |
| Participation rate | 40.0% | 85.0%-45.0pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 15.85% | 331.91%-316.1pp | 263.68%-247.8pp | 478.82%-463.0pp |
| Employer contribution / active EE | $3,521 | $5,299-33.5% | $4,831-27.1% | $4,839-27.2% |
| Participant deferral / active EE | $4,847 | $7,751-37.5% | $7,353-34.1% | $6,342-23.6% |
| Admin fee / account holder | $1,458 | $12,559-88.4% | $10,802-86.5% | $12,315-88.2% |