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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 | $257,414 | $135,645+89.8% | $110,243+133.5% | $135,380+90.1% |
| Participation rate | 61.9% | 83.5%-21.6pp | 79.8%-17.9pp | 82.6%-20.7pp |
| Annual return | -5.59% | 513.24%-518.8pp | 314.76%-320.3pp | 519.81%-525.4pp |
| Employer contribution / active EE | $1,875 | $4,907-61.8% | $3,827-51.0% | $4,779-60.8% |
| Participant deferral / active EE | $5,944 | $5,507+7.9% | $4,672+27.2% | $5,609+6.0% |
| Admin fee / account holder | $774 | $11,458-93.2% | $8,548-90.9% | $10,828-92.9% |