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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 | $495,527 | $160,059+209.6% | $140,019+253.9% | $135,382+266.0% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -7.31% | 911.44%-918.8pp | 651.15%-658.5pp | 519.77%-527.1pp |
| Employer contribution / active EE | $1,960 | $6,420-69.5% | $5,605-65.0% | $4,779-59.0% |
| Participant deferral / active EE | $6,971 | $7,641-8.8% | $6,927+0.6% | $5,609+24.3% |
| Admin fee / account holder | $4,591 | $13,328-65.6% | $10,705-57.1% | $10,829-57.6% |