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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 | $382,182 | $180,462+111.8% | $154,111+148.0% | $135,379+182.3% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -4.59% | 888.17%-892.8pp | 735.18%-739.8pp | 519.79%-524.4pp |
| Employer contribution / active EE | $2,588 | $6,036-57.1% | $5,298-51.1% | $4,779-45.8% |
| Participant deferral / active EE | $8,580 | $5,806+47.8% | $5,081+68.9% | $5,609+53.0% |
| Admin fee / account holder | $2,328 | $16,145-85.6% | $13,411-82.6% | $10,828-78.5% |