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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 | $261,094 | $138,072+89.1% | $123,549+111.3% | $135,382+92.9% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -6.67% | 153.69%-160.4pp | 119.20%-125.9pp | 519.77%-526.4pp |
| Employer contribution / active EE | $1,006 | $5,152-80.5% | $4,628-78.3% | $4,779-79.0% |
| Participant deferral / active EE | $8,410 | $6,799+23.7% | $6,426+30.9% | $5,609+49.9% |
| Admin fee / account holder | $10,712 | $10,917-1.9% | $9,284+15.4% | $10,829-1.1% |