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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 | $301,998 | $190,879+58.2% | $160,009+88.7% | $134,532+124.5% |
| Participation rate | 68.8% | 82.0%-13.2pp | 78.0%-9.2pp | 81.2%-12.5pp |
| Annual return | -18.71% | 552.63%-571.3pp | 408.85%-427.6pp | 418.27%-437.0pp |
| Employer contribution / active EE | $2,406 | $4,995-51.8% | $4,225-43.1% | $4,741-49.2% |
| Participant deferral / active EE | $6,964 | $6,924+0.6% | $6,183+12.6% | $6,401+8.8% |
| Admin fee / account holder | $14,751 | $10,495+40.6% | $8,715+69.3% | $11,429+29.1% |