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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 | $734,097 | $138,114+431.5% | $125,391+485.4% | $134,545+445.6% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -13.61% | 750.88%-764.5pp | 572.41%-586.0pp | 418.37%-432.0pp |
| Employer contribution / active EE | $2,575 | $5,246-50.9% | $4,816-46.5% | $4,742-45.7% |
| Participant deferral / active EE | $5,334 | $7,801-31.6% | $7,448-28.4% | $6,401-16.7% |
| Admin fee / account holder | $4,566 | $11,570-60.5% | $10,009-54.4% | $11,431-60.1% |