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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 | $355,822 | $70,121+407.4% | $63,803+457.7% | $138,895+156.2% |
| Participation rate | 16.7% | 77.2%-60.5pp | 72.7%-56.0pp | 79.9%-63.3pp |
| Annual return | 12.91% | 946.48%-933.6pp | 543.72%-530.8pp | 145.39%-132.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,448 | $4,535-68.1% | $3,843-62.3% | $6,396-77.4% |
| Admin fee / account holder | $825 | $6,738-87.8% | $5,196-84.1% | $12,562-93.4% |