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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 | $386,884 | $138,078+180.2% | $125,363+208.6% | $134,509+187.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -18.01% | 750.49%-768.5pp | 572.15%-590.2pp | 418.13%-436.1pp |
| Employer contribution / active EE | $3,820 | $5,245-27.2% | $4,815-20.7% | $4,741-19.4% |
| Participant deferral / active EE | $12,169 | $7,800+56.0% | $7,447+63.4% | $6,400+90.1% |
| Admin fee / account holder | $892 | $11,566-92.3% | $10,005-91.1% | $11,427-92.2% |