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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 | $306,143 | $212,386+44.1% | $199,883+53.2% | $138,895+120.4% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.8%-26.8pp | 79.9%-19.9pp |
| Annual return | 282.22% | 47.75%+234.5pp | 43.81%+238.4pp | 145.39%+136.8pp |
| Employer contribution / active EE | $3,614 | $6,625-45.4% | $6,261-42.3% | $4,194-13.8% |
| Participant deferral / active EE | $4,509 | $9,617-53.1% | $9,138-50.7% | $6,396-29.5% |
| Admin fee / account holder | $322 | $18,233-98.2% | $17,268-98.1% | $12,562-97.4% |