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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 | $276,184 | $92,766+197.7% | $82,763+233.7% | $134,545+105.3% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 81.2%-61.2pp |
| Annual return | -12.29% | 946.97%-959.3pp | 702.45%-714.7pp | 418.37%-430.7pp |
| Employer contribution / active EE | $4,066 | $3,273+24.2% | $3,008+35.2% | $4,742-14.2% |
| Participant deferral / active EE | $6,425 | $4,802+33.8% | $4,395+46.2% | $6,401+0.4% |
| Admin fee / account holder | $6,458 | $5,978+8.0% | $5,325+21.3% | $11,431-43.5% |