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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 | $335,969 | $135,645+147.7% | $110,243+204.8% | $135,379+148.2% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.8%-17.3pp | 82.6%-20.1pp |
| Annual return | -3.16% | 513.24%-516.4pp | 314.76%-317.9pp | 519.79%-522.9pp |
| Employer contribution / active EE | $9,626 | $4,907+96.2% | $3,827+151.6% | $4,779+101.4% |
| Participant deferral / active EE | $10,020 | $5,507+81.9% | $4,672+114.5% | $5,609+78.6% |
| Admin fee / account holder | $373 | $11,458-96.7% | $8,548-95.6% | $10,828-96.6% |