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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 | $1,331,594 | $138,114+864.1% | $125,391+962.0% | $134,545+889.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -9.91% | 750.88%-760.8pp | 572.41%-582.3pp | 418.37%-428.3pp |
| Employer contribution / active EE | $1,076 | $5,246-79.5% | $4,816-77.6% | $4,742-77.3% |
| Participant deferral / active EE | $9,200 | $7,801+17.9% | $7,448+23.5% | $6,401+43.7% |
| Admin fee / account holder | $12,005 | $11,570+3.8% | $10,009+19.9% | $11,431+5.0% |