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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 | $337,822 | $138,114+144.6% | $125,391+169.4% | $134,545+151.1% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -11.58% | 750.88%-762.5pp | 572.41%-584.0pp | 418.37%-429.9pp |
| Employer contribution / active EE | $10,000 | $5,246+90.6% | $4,816+107.7% | $4,742+110.9% |
| Participant deferral / active EE | $9,821 | $7,801+25.9% | $7,448+31.9% | $6,401+53.4% |
| Admin fee / account holder | $31,098 | $11,570+168.8% | $10,009+210.7% | $11,431+172.1% |