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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 | $296,365 | $106,008+179.6% | $92,240+221.3% | $147,586+100.8% |
| Participation rate | 30.0% | 80.4%-50.4pp | 76.5%-46.5pp | 82.8%-52.8pp |
| Annual return | 24.38% | 50.05%-25.7pp | 176.29%-151.9pp | 578.59%-554.2pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,027 | $4,478+12.3% | $3,897+29.0% | $5,439-7.6% |
| Admin fee / account holder | $2,162 | $6,333-65.9% | $5,194-58.4% | $10,886-80.1% |