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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 | $271,029 | $150,442+80.2% | $136,295+98.9% | $147,585+83.6% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 13.98% | 1049.09%-1035.1pp | 5155.97%-5142.0pp | 578.56%-564.6pp |
| Employer contribution / active EE | $1,646 | $5,256-68.7% | $4,695-65.0% | $4,876-66.3% |
| Participant deferral / active EE | $3,291 | $6,630-50.4% | $6,247-47.3% | $5,439-39.5% |
| Admin fee / account holder | $2,006 | $10,905-81.6% | $9,243-78.3% | $10,885-81.6% |