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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 | $259,828 | $138,078+88.2% | $125,363+107.3% | $134,509+93.2% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -11.23% | 750.49%-761.7pp | 572.15%-583.4pp | 418.13%-429.4pp |
| Employer contribution / active EE | $3,616 | $5,245-31.1% | $4,815-24.9% | $4,741-23.7% |
| Participant deferral / active EE | $9,954 | $7,800+27.6% | $7,447+33.7% | $6,400+55.5% |
| Admin fee / account holder | $72,123 | $11,566+523.6% | $10,005+620.9% | $11,427+531.2% |