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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 | $257,555 | $97,729+163.5% | $83,830+207.2% | $135,379+90.2% |
| Participation rate | 57.9% | 80.0%-22.1pp | 76.1%-18.3pp | 82.6%-24.7pp |
| Annual return | -4.03% | 1287.52%-1291.5pp | 850.97%-855.0pp | 519.79%-523.8pp |
| Employer contribution / active EE | $795 | $4,222-81.2% | $3,631-78.1% | $4,779-83.4% |
| Participant deferral / active EE | $5,054 | $4,683+7.9% | $4,082+23.8% | $5,609-9.9% |
| Admin fee / account holder | $59,896 | $6,674+797.4% | $5,479+993.3% | $10,828+453.2% |