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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 | $540,113 | $93,117+480.0% | $77,096+600.6% | $134,532+301.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | 50.31% | 62.67%-12.4pp | 42.35%+8.0pp | 418.27%-368.0pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,550 | $5,241-32.3% | $4,429-19.8% | $6,401-44.5% |
| Admin fee / account holder | $676 | $6,948-90.3% | $5,428-87.5% | $11,429-94.1% |