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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 | $291,621 | $138,075+111.2% | $123,552+136.0% | $135,379+115.4% |
| Participation rate | 25.0% | 84.7%-59.7pp | 82.3%-57.3pp | 82.6%-57.6pp |
| Annual return | -4.08% | 153.70%-157.8pp | 119.20%-123.3pp | 519.79%-523.9pp |
| Employer contribution / active EE | $2,600 | $5,152-49.5% | $4,628-43.8% | $4,779-45.6% |
| Participant deferral / active EE | $5,931 | $6,800-12.8% | $6,426-7.7% | $5,609+5.7% |
| Admin fee / account holder | $2,828 | $10,917-74.1% | $9,285-69.5% | $10,828-73.9% |