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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 | $287,226 | $114,073+151.8% | $96,161+198.7% | $167,518+71.5% |
| Participation rate | 25.0% | 75.1%-50.1pp | 68.4%-43.4pp | 82.1%-57.1pp |
| Annual return | 0.00% | 189.95%-189.9pp | 192.01%-192.0pp | 478.71%-478.7pp |
| Employer contribution / active EE | $700 | $3,428-79.6% | $2,798-75.0% | $4,838-85.5% |
| Participant deferral / active EE | $4,072 | $5,195-21.6% | $4,349-6.4% | $6,342-35.8% |
| Admin fee / account holder | $736 | $6,899-89.3% | $5,538-86.7% | $12,312-94.0% |