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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 | $358,856 | $95,193+277.0% | $76,523+369.0% | $135,382+165.1% |
| Participation rate | 0.0% | 74.4%-74.4pp | 68.0%-68.0pp | 82.6%-82.6pp |
| Annual return | -7.68% | 4.85%-12.5pp | -0.27%-7.4pp | 519.77%-527.5pp |
| Employer contribution / active EE | $1,397 | $3,302-57.7% | $2,647-47.2% | $4,779-70.8% |
| Participant deferral / active EE | $8,000 | $4,639+72.4% | $3,835+108.6% | $5,609+42.6% |
| Admin fee / account holder | $5,181 | $6,249-17.1% | $4,848+6.9% | $10,829-52.2% |