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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 | $259,594 | $150,447+72.5% | $136,298+90.5% | $147,586+75.9% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 18.06% | 1049.15%-1031.1pp | 5156.27%-5138.2pp | 578.59%-560.5pp |
| Employer contribution / active EE | $4,437 | $5,256-15.6% | $4,696-5.5% | $4,876-9.0% |
| Participant deferral / active EE | $3,128 | $6,631-52.8% | $6,247-49.9% | $5,439-42.5% |
| Admin fee / account holder | $430 | $10,906-96.1% | $9,244-95.3% | $10,886-96.0% |