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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 | $318,274 | $110,551+187.9% | $80,741+294.2% | $167,518+90.0% |
| Participation rate | 16.7% | 64.0%-47.3pp | 54.2%-37.5pp | 82.1%-65.4pp |
| Annual return | 29.14% | 120.57%-91.4pp | 87.30%-58.2pp | 478.71%-449.6pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $2,145-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,223 | $4,547-73.1% | $3,380-63.8% | $12,312-90.1% |