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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 | $435,648 | $190,879+128.2% | $160,009+172.3% | $134,532+223.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -14.70% | 552.63%-567.3pp | 408.85%-423.5pp | 418.27%-433.0pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,092 | $6,924+2.4% | $6,183+14.7% | $6,401+10.8% |
| Admin fee / account holder | $3,446 | $10,495-67.2% | $8,715-60.5% | $11,429-69.8% |