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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 | $281,203 | $98,240+186.2% | $82,312+241.6% | $147,586+90.5% |
| Participation rate | 12.5% | 79.7%-67.2pp | 76.9%-64.4pp | 82.8%-70.3pp |
| Annual return | 1380.62% | 30.85%+1349.8pp | 25.88%+1354.7pp | 578.59%+802.0pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,512 | $4,383-65.5% | $3,706-59.2% | $5,439-72.2% |
| Admin fee / account holder | $29,381 | $8,563+243.1% | $5,608+423.9% | $10,886+169.9% |