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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 | $316,428 | $138,114+129.1% | $125,391+152.4% | $134,545+135.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -4.29% | 750.88%-755.2pp | 572.41%-576.7pp | 418.37%-422.7pp |
| Employer contribution / active EE | $2,141 | $5,246-59.2% | $4,816-55.5% | $4,742-54.8% |
| Participant deferral / active EE | $14,000 | $7,801+79.5% | $7,448+88.0% | $6,401+118.7% |
| Admin fee / account holder | $2,826 | $11,570-75.6% | $10,009-71.8% | $11,431-75.3% |