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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 | $354,708 | $176,105+101.4% | $159,474+122.4% | $167,536+111.7% |
| Participation rate | 59.1% | 85.0%-25.9pp | 82.8%-23.7pp | 82.1%-23.0pp |
| Annual return | 16.28% | 331.91%-315.6pp | 263.68%-247.4pp | 478.82%-462.5pp |
| Employer contribution / active EE | $2,323 | $5,299-56.2% | $4,831-51.9% | $4,839-52.0% |
| Participant deferral / active EE | $8,611 | $7,751+11.1% | $7,353+17.1% | $6,342+35.8% |
| Admin fee / account holder | $4,395 | $12,559-65.0% | $10,802-59.3% | $12,315-64.3% |