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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 | $370,146 | $150,447+146.0% | $136,298+171.6% | $147,586+150.8% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 13.78% | 1049.15%-1035.4pp | 5156.27%-5142.5pp | 578.59%-564.8pp |
| Employer contribution / active EE | $1,733 | $5,256-67.0% | $4,696-63.1% | $4,876-64.5% |
| Participant deferral / active EE | $6,000 | $6,631-9.5% | $6,247-4.0% | $5,439+10.3% |
| Admin fee / account holder | $3,334 | $10,906-69.4% | $9,244-63.9% | $10,886-69.4% |