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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 | $267,994 | $138,102+94.1% | $125,381+113.7% | $134,532+99.2% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -15.18% | 750.73%-765.9pp | 572.31%-587.5pp | 418.27%-433.4pp |
| Employer contribution / active EE | $1,533 | $5,245-70.8% | $4,815-68.2% | $4,741-67.7% |
| Participant deferral / active EE | $7,221 | $7,801-7.4% | $7,448-3.0% | $6,401+12.8% |
| Admin fee / account holder | $10,420 | $11,568-9.9% | $10,007+4.1% | $11,429-8.8% |