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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 | $667,722 | $81,696+717.3% | $70,494+847.2% | $158,982+320.0% |
| Participation rate | 14.3% | 77.7%-63.4pp | 75.1%-60.8pp | 82.0%-67.7pp |
| Annual return | 83.45% | 208.70%-125.2pp | 109.16%-25.7pp | 302.99%-219.5pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $969 | $6,200-84.4% | $3,848-74.8% | $11,252-91.4% |