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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 | $344,684 | $110,039+213.2% | $97,260+254.4% | $145,884+136.3% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 105.46% | 244.44%-139.0pp | 75.54%+29.9pp | 551.85%-446.4pp |
| Employer contribution / active EE | $1,926 | $3,074-37.3% | $2,721-29.2% | $4,662-58.7% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,262-100.0% | $6,690-100.0% |
| Admin fee / account holder | $18,150 | $6,204+192.6% | $5,640+221.8% | $13,392+35.5% |