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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 | $382,500 | $138,076+177.0% | $123,553+209.6% | $135,380+182.5% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -4.05% | 153.70%-157.7pp | 119.21%-123.3pp | 519.81%-523.9pp |
| Employer contribution / active EE | $4,560 | $5,152-11.5% | $4,628-1.5% | $4,779-4.6% |
| Participant deferral / active EE | $10,311 | $6,800+51.6% | $6,426+60.5% | $5,609+83.8% |
| Admin fee / account holder | $14,188 | $10,917+30.0% | $9,284+52.8% | $10,828+31.0% |