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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 | $304,325 | $160,070+90.1% | $147,117+106.9% | $145,897+108.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 24.80% | 98.69%-73.9pp | 420.54%-395.7pp | 552.29%-527.5pp |
| Employer contribution / active EE | $2,465 | $5,285-53.4% | $4,932-50.0% | $4,663-47.1% |
| Participant deferral / active EE | $10,673 | $8,419+26.8% | $8,065+32.3% | $6,689+59.6% |
| Admin fee / account holder | $2,742 | $15,035-81.8% | $12,993-78.9% | $13,390-79.5% |