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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 | $630,185 | $138,078+356.4% | $125,363+402.7% | $134,509+368.5% |
| Participation rate | 12.5% | 84.5%-72.0pp | 82.4%-69.9pp | 81.2%-68.7pp |
| Annual return | -6.69% | 750.49%-757.2pp | 572.15%-578.8pp | 418.13%-424.8pp |
| Employer contribution / active EE | $21,499 | $5,245+309.9% | $4,815+346.5% | $4,741+353.5% |
| Participant deferral / active EE | $15,709 | $7,800+101.4% | $7,447+110.9% | $6,400+145.4% |
| Admin fee / account holder | $6,306 | $11,566-45.5% | $10,005-37.0% | $11,427-44.8% |