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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 | $407,829 | $180,459+126.0% | $154,108+164.6% | $135,380+201.2% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -8.47% | 888.21%-896.7pp | 735.21%-743.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $8,571 | $6,035+42.0% | $5,298+61.8% | $4,779+79.3% |
| Participant deferral / active EE | $4,357 | $5,806-25.0% | $5,081-14.2% | $5,609-22.3% |
| Admin fee / account holder | $1,759 | $16,145-89.1% | $13,411-86.9% | $10,828-83.8% |