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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 | $299,721 | $138,102+117.0% | $125,381+139.0% | $134,532+122.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -15.50% | 750.73%-766.2pp | 572.31%-587.8pp | 418.27%-433.8pp |
| Employer contribution / active EE | $1,752 | $5,245-66.6% | $4,815-63.6% | $4,741-63.0% |
| Participant deferral / active EE | $2,942 | $7,801-62.3% | $7,448-60.5% | $6,401-54.0% |
| Admin fee / account holder | $3,267 | $11,568-71.8% | $10,007-67.3% | $11,429-71.4% |