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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 | $506,098 | $138,102+266.5% | $125,381+303.6% | $134,532+276.2% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -8.99% | 750.73%-759.7pp | 572.31%-581.3pp | 418.27%-427.3pp |
| Employer contribution / active EE | $2,875 | $5,245-45.2% | $4,815-40.3% | $4,741-39.4% |
| Participant deferral / active EE | $11,490 | $7,801+47.3% | $7,448+54.3% | $6,401+79.5% |
| Admin fee / account holder | $51,861 | $11,568+348.3% | $10,007+418.2% | $11,429+353.8% |