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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 | $265,457 | $185,225+43.3% | $142,898+85.8% | $167,536+58.4% |
| Participation rate | 16.7% | 78.5%-61.8pp | 72.0%-55.3pp | 82.1%-65.4pp |
| Annual return | 10.83% | 8558.12%-8547.3pp | 5639.64%-5628.8pp | 478.82%-468.0pp |
| Employer contribution / active EE | $917 | $5,607-83.7% | $4,146-77.9% | $4,839-81.1% |
| Participant deferral / active EE | $3,250 | $4,496-27.7% | $3,838-15.3% | $6,342-48.8% |
| Admin fee / account holder | $1,763 | $8,032-78.1% | $6,560-73.1% | $12,315-85.7% |