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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 | $551,853 | $138,076+299.7% | $123,553+346.7% | $135,380+307.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -3.92% | 153.70%-157.6pp | 119.21%-123.1pp | 519.81%-523.7pp |
| Employer contribution / active EE | $2,306 | $5,152-55.2% | $4,628-50.2% | $4,779-51.7% |
| Participant deferral / active EE | $9,239 | $6,800+35.9% | $6,426+43.8% | $5,609+64.7% |
| Admin fee / account holder | $1,599 | $10,917-85.4% | $9,284-82.8% | $10,828-85.2% |