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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 | $309,794 | $176,688+75.3% | $130,660+137.1% | $152,897+102.6% |
| Participation rate | 7.1% | 79.0%-71.8pp | 71.7%-64.6pp | 82.5%-75.3pp |
| Annual return | 58.11% | 2693.08%-2635.0pp | 1709.29%-1651.2pp | 345.43%-287.3pp |
| Employer contribution / active EE | $414 | $5,743-92.8% | $4,092-89.9% | $4,764-91.3% |
| Participant deferral / active EE | $1,357 | $4,362-68.9% | $3,603-62.3% | $5,851-76.8% |
| Admin fee / account holder | $23,266 | $7,131+226.3% | $5,463+325.9% | $11,599+100.6% |