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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 | $327,702 | $160,028+104.8% | $147,080+122.8% | $145,884+124.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 51.23% | 98.60%-47.4pp | 420.17%-368.9pp | 551.85%-500.6pp |
| Employer contribution / active EE | $3,041 | $5,286-42.5% | $4,933-38.4% | $4,662-34.8% |
| Participant deferral / active EE | $12,880 | $8,422+52.9% | $8,066+59.7% | $6,690+92.5% |
| Admin fee / account holder | $308 | $15,030-98.0% | $12,989-97.6% | $13,392-97.7% |