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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 | $411,575 | $183,516+124.3% | $155,534+164.6% | $145,884+182.1% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 139.78% | 61.43%+78.4pp | 64.92%+74.9pp | 551.85%-412.1pp |
| Employer contribution / active EE | $2,606 | $5,315-51.0% | $4,675-44.2% | $4,662-44.1% |
| Participant deferral / active EE | $10,709 | $6,467+65.6% | $5,630+90.2% | $6,690+60.1% |
| Admin fee / account holder | $1,531 | $19,293-92.1% | $15,900-90.4% | $13,392-88.6% |