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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 | $262,166 | $138,078+89.9% | $125,363+109.1% | $134,509+94.9% |
| Participation rate | 68.8% | 84.5%-15.7pp | 82.4%-13.6pp | 81.2%-12.5pp |
| Annual return | -16.33% | 750.49%-766.8pp | 572.15%-588.5pp | 418.13%-434.5pp |
| Employer contribution / active EE | $3,153 | $5,245-39.9% | $4,815-34.5% | $4,741-33.5% |
| Participant deferral / active EE | $7,058 | $7,800-9.5% | $7,447-5.2% | $6,400+10.3% |
| Admin fee / account holder | $5,047 | $11,566-56.4% | $10,005-49.6% | $11,427-55.8% |