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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 | $268,339 | $138,078+94.3% | $125,363+114.0% | $134,509+99.5% |
| Participation rate | 46.7% | 84.5%-37.8pp | 82.4%-35.7pp | 81.2%-34.6pp |
| Annual return | -16.48% | 750.49%-767.0pp | 572.15%-588.6pp | 418.13%-434.6pp |
| Employer contribution / active EE | $1,562 | $5,245-70.2% | $4,815-67.6% | $4,741-67.0% |
| Participant deferral / active EE | $7,245 | $7,800-7.1% | $7,447-2.7% | $6,400+13.2% |
| Admin fee / account holder | $1,553 | $11,566-86.6% | $10,005-84.5% | $11,427-86.4% |