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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 | $211,288+49.3% | $178,540+76.7% | $145,884+116.3% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 698.64% | 30.27%+668.4pp | 27.15%+671.5pp | 551.85%+146.8pp |
| Employer contribution / active EE | $3,670 | $4,574-19.8% | $3,953-7.2% | $4,662-21.3% |
| Participant deferral / active EE | $9,586 | $6,967+37.6% | $6,281+52.6% | $6,690+43.3% |
| Admin fee / account holder | $63,684 | $12,105+426.1% | $10,424+510.9% | $13,392+375.5% |