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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 | $315,534 | $210,698+49.8% | $178,014+77.3% | $145,959+116.2% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 698.64% | 386.27%+312.4pp | 294.80%+403.8pp | 561.95%+136.7pp |
| Employer contribution / active EE | $3,670 | $4,567-19.6% | $3,950-7.1% | $4,661-21.3% |
| Participant deferral / active EE | $9,586 | $6,958+37.8% | $6,276+52.7% | $6,689+43.3% |
| Admin fee / account holder | $63,684 | $12,016+430.0% | $10,362+514.6% | $13,398+375.3% |