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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 | $351,221 | $171,492+104.8% | $150,734+133.0% | $198,609+76.8% |
| Participation rate | 66.7% | 81.4%-14.7pp | 78.4%-11.8pp | 82.4%-15.7pp |
| Annual return | 12.49% | 804.70%-792.2pp | 600.81%-588.3pp | 202.70%-190.2pp |
| Employer contribution / active EE | $20,945 | $5,470+282.9% | $4,918+325.9% | $5,055+314.3% |
| Participant deferral / active EE | $21,917 | $6,259+250.2% | $5,610+290.7% | $6,977+214.1% |
| Admin fee / account holder | $4,814 | $17,628-72.7% | $14,905-67.7% | $19,030-74.7% |