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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 | $334,705 | $176,105+90.1% | $159,474+109.9% | $167,536+99.8% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 10.99% | 331.91%-320.9pp | 263.68%-252.7pp | 478.82%-467.8pp |
| Employer contribution / active EE | $1,933 | $5,299-63.5% | $4,831-60.0% | $4,839-60.0% |
| Participant deferral / active EE | $3,250 | $7,751-58.1% | $7,353-55.8% | $6,342-48.8% |
| Admin fee / account holder | $8,284 | $12,559-34.0% | $10,802-23.3% | $12,315-32.7% |