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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 | $250,783 | $168,635+48.7% | $147,617+69.9% | $125,389+100.0% |
| Participation rate | 44.4% | 88.8%-44.3pp | 84.6%-40.2pp | 83.2%-38.7pp |
| Annual return | -2.56% | 77.65%-80.2pp | 61.98%-64.5pp | 282.24%-284.8pp |
| Employer contribution / active EE | $12,016 | $6,252+92.2% | $5,564+115.9% | $4,866+146.9% |
| Participant deferral / active EE | $4,123 | $5,507-25.1% | $4,895-15.8% | $5,352-23.0% |
| Admin fee / account holder | $12,254 | $13,580-9.8% | $11,612+5.5% | $9,541+28.4% |