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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 | $343,043 | $138,114+148.4% | $125,391+173.6% | $134,545+155.0% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -9.78% | 750.88%-760.7pp | 572.41%-582.2pp | 418.37%-428.1pp |
| Employer contribution / active EE | $1,173 | $5,246-77.6% | $4,816-75.6% | $4,742-75.3% |
| Participant deferral / active EE | $6,606 | $7,801-15.3% | $7,448-11.3% | $6,401+3.2% |
| Admin fee / account holder | $4,274 | $11,570-63.1% | $10,009-57.3% | $11,431-62.6% |