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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 | $325,731 | $138,102+135.9% | $125,381+159.8% | $134,532+142.1% |
| Participation rate | 36.4% | 84.5%-48.1pp | 82.4%-46.0pp | 81.2%-44.9pp |
| Annual return | -13.05% | 750.73%-763.8pp | 572.31%-585.4pp | 418.27%-431.3pp |
| Employer contribution / active EE | $1,566 | $5,245-70.2% | $4,815-67.5% | $4,741-67.0% |
| Participant deferral / active EE | $11,682 | $7,801+49.8% | $7,448+56.9% | $6,401+82.5% |
| Admin fee / account holder | $1,051 | $11,568-90.9% | $10,007-89.5% | $11,429-90.8% |