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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 | $712,530 | $138,114+415.9% | $125,391+468.2% | $134,545+429.6% |
| Participation rate | 45.5% | 84.5%-39.0pp | 82.4%-36.9pp | 81.2%-35.8pp |
| Annual return | -10.83% | 750.88%-761.7pp | 572.41%-583.2pp | 418.37%-429.2pp |
| Employer contribution / active EE | $1,324 | $5,246-74.8% | $4,816-72.5% | $4,742-72.1% |
| Participant deferral / active EE | $4,926 | $7,801-36.9% | $7,448-33.9% | $6,401-23.0% |
| Admin fee / account holder | $1,570 | $11,570-86.4% | $10,009-84.3% | $11,431-86.3% |