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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 | $386,969 | $138,072+180.3% | $123,549+213.2% | $135,382+185.8% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -7.75% | 153.69%-161.4pp | 119.20%-126.9pp | 519.77%-527.5pp |
| Employer contribution / active EE | $11,667 | $5,152+126.5% | $4,628+152.1% | $4,779+144.1% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,774 | $10,917-28.8% | $9,284-16.3% | $10,829-28.2% |