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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 | $271,659 | $180,466+50.5% | $154,114+76.3% | $135,382+100.7% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -5.72% | 888.15%-893.9pp | 735.16%-740.9pp | 519.77%-525.5pp |
| Employer contribution / active EE | $2,355 | $6,035-61.0% | $5,298-55.6% | $4,779-50.7% |
| Participant deferral / active EE | $3,603 | $5,806-37.9% | $5,081-29.1% | $5,609-35.8% |
| Admin fee / account holder | $8,793 | $16,144-45.5% | $13,411-34.4% | $10,829-18.8% |