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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,903 | $101,499-54.8% | $147,005-68.8% | $74,546-38.4% |
| Participation rate | 63.9% | 75.5%-11.7pp | 82.2%-18.3pp | 67.2%-3.3pp |
| Annual return | 101.99% | 8732.34%-8630.4pp | 418.76%-316.8pp | 1366.03%-1264.0pp |
| Employer contribution / active EE | $2,489 | $3,811-34.7% | $4,934-49.5% | $2,624-5.1% |
| Participant deferral / active EE | $5,374 | $7,304-26.4% | $8,070-33.4% | $4,347+23.6% |
| Admin fee / account holder | $6,983 | $1,748+299.5% | $13,006-46.3% | $1,944+259.3% |