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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 | $363,372 | $183,988+97.5% | $162,177+124.1% | $152,897+137.7% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 21.79% | 150.79%-129.0pp | 115.60%-93.8pp | 345.43%-323.6pp |
| Employer contribution / active EE | $4,407 | $6,370-30.8% | $5,613-21.5% | $4,764-7.5% |
| Participant deferral / active EE | $10,167 | $8,032+26.6% | $7,297+39.3% | $5,851+73.8% |
| Admin fee / account holder | $6,070 | $13,123-53.7% | $10,843-44.0% | $11,599-47.7% |