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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 | $1,140,009 | $174,018+555.1% | $136,833+733.1% | $198,609+474.0% |
| Participation rate | 50.0% | 65.1%-15.1pp | 59.0%-9.0pp | 82.4%-32.4pp |
| Annual return | -0.65% | 35.16%-35.8pp | 35.32%-36.0pp | 202.70%-203.3pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $1,319-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $2,873-100.0% | $2,441-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,431 | $5,434-55.3% | $4,706-48.3% | $19,030-87.2% |