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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 | $303,327 | $93,117+225.7% | $77,096+293.4% | $134,532+125.5% |
| Participation rate | 0.0% | 74.5%-74.5pp | 67.9%-67.9pp | 81.2%-81.2pp |
| Annual return | -17.93% | 62.67%-80.6pp | 42.35%-60.3pp | 418.27%-436.2pp |
| Employer contribution / active EE | $706 | $3,420-79.4% | $2,814-74.9% | $4,741-85.1% |
| Participant deferral / active EE | $5,344 | $5,241+2.0% | $4,429+20.6% | $6,401-16.5% |
| Admin fee / account holder | $2,548 | $6,948-63.3% | $5,428-53.1% | $11,429-77.7% |