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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 | $282,533 | $180,459+56.6% | $154,108+83.3% | $135,380+108.7% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -8.31% | 888.21%-896.5pp | 735.21%-743.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $1,983 | $6,035-67.1% | $5,298-62.6% | $4,779-58.5% |
| Participant deferral / active EE | $5,011 | $5,806-13.7% | $5,081-1.4% | $5,609-10.7% |
| Admin fee / account holder | $3,558 | $16,145-78.0% | $13,411-73.5% | $10,828-67.1% |