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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 | $303,844 | $171,867+76.8% | $149,721+102.9% | $147,586+105.9% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 16.19% | 2113.36%-2097.2pp | 1501.67%-1485.5pp | 578.59%-562.4pp |
| Employer contribution / active EE | $1,799 | $6,275-71.3% | $5,444-67.0% | $4,876-63.1% |
| Participant deferral / active EE | $3,686 | $7,270-49.3% | $6,568-43.9% | $5,439-32.2% |
| Admin fee / account holder | $11,515 | $13,799-16.6% | $11,282+2.1% | $10,886+5.8% |