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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 | $299,144 | $138,075+116.7% | $123,552+142.1% | $135,379+121.0% |
| Participation rate | 68.8% | 84.7%-16.0pp | 82.3%-13.5pp | 82.6%-13.9pp |
| Annual return | -4.76% | 153.70%-158.5pp | 119.20%-124.0pp | 519.79%-524.5pp |
| Employer contribution / active EE | $3,125 | $5,152-39.3% | $4,628-32.5% | $4,779-34.6% |
| Participant deferral / active EE | $4,630 | $6,800-31.9% | $6,426-27.9% | $5,609-17.5% |
| Admin fee / account holder | $2,642 | $10,917-75.8% | $9,285-71.5% | $10,828-75.6% |