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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 | $347,591 | $96,691+259.5% | $86,656+301.1% | $139,487+149.2% |
| Participation rate | 9.1% | 74.4%-65.3pp | 71.7%-62.6pp | 80.3%-71.2pp |
| Annual return | 18.36% | 106.87%-88.5pp | 593.09%-574.7pp | 373.84%-355.5pp |
| Employer contribution / active EE | $487 | $3,267-85.1% | $3,025-83.9% | $4,755-89.8% |
| Participant deferral / active EE | $853 | $4,838-82.4% | $4,439-80.8% | $6,713-87.3% |
| Admin fee / account holder | $1,349 | $6,414-79.0% | $5,619-76.0% | $11,407-88.2% |