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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 | $529,342 | $160,059+230.7% | $140,019+278.1% | $135,380+291.0% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -2.90% | 911.48%-914.4pp | 651.17%-654.1pp | 519.81%-522.7pp |
| Employer contribution / active EE | $17,181 | $6,420+167.6% | $5,605+206.5% | $4,779+259.5% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $44,579 | $13,328+234.5% | $10,705+316.4% | $10,828+311.7% |