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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 | $251,728 | $106,008+137.5% | $92,240+172.9% | $147,586+70.6% |
| Participation rate | 31.3% | 80.4%-49.2pp | 76.5%-45.2pp | 82.8%-51.6pp |
| Annual return | 19.97% | 50.05%-30.1pp | 176.29%-156.3pp | 578.59%-558.6pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,743 | $4,478-61.1% | $3,897-55.3% | $5,439-68.0% |
| Admin fee / account holder | $2,015 | $6,333-68.2% | $5,194-61.2% | $10,886-81.5% |