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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 | $312,674 | $150,447+107.8% | $136,298+129.4% | $147,586+111.9% |
| Participation rate | 61.5% | 84.4%-22.9pp | 81.9%-20.4pp | 82.8%-21.3pp |
| Annual return | 17.09% | 1049.15%-1032.1pp | 5156.27%-5139.2pp | 578.59%-561.5pp |
| Employer contribution / active EE | $1,269 | $5,256-75.9% | $4,696-73.0% | $4,876-74.0% |
| Participant deferral / active EE | $4,586 | $6,631-30.8% | $6,247-26.6% | $5,439-15.7% |
| Admin fee / account holder | $10,486 | $10,906-3.8% | $9,244+13.4% | $10,886-3.7% |