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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 | $438,229 | $138,102+217.3% | $125,381+249.5% | $134,532+225.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -6.03% | 750.73%-756.8pp | 572.31%-578.3pp | 418.27%-424.3pp |
| Employer contribution / active EE | $3,469 | $5,245-33.9% | $4,815-28.0% | $4,741-26.8% |
| Participant deferral / active EE | $18,000 | $7,801+130.8% | $7,448+141.7% | $6,401+181.2% |
| Admin fee / account holder | $7,846 | $11,568-32.2% | $10,007-21.6% | $11,429-31.3% |