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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 | $272,734 | $180,466+51.1% | $154,114+77.0% | $135,382+101.5% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -1.75% | 888.15%-889.9pp | 735.16%-736.9pp | 519.77%-521.5pp |
| Employer contribution / active EE | $2,236 | $6,035-63.0% | $5,298-57.8% | $4,779-53.2% |
| Participant deferral / active EE | $10,500 | $5,806+80.8% | $5,081+106.7% | $5,609+87.2% |
| Admin fee / account holder | $40,329 | $16,144+149.8% | $13,411+200.7% | $10,829+272.4% |