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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 | $489,849 | $84,551+479.4% | $61,452+697.1% | $134,532+264.1% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -18.60% | 585.39%-604.0pp | 338.96%-357.6pp | 418.27%-436.9pp |
| Employer contribution / active EE | $1,457 | $1,545-5.7% | $1,160+25.6% | $4,741-69.3% |
| Participant deferral / active EE | $12,146 | $2,818+330.9% | $2,125+471.7% | $6,401+89.8% |
| Admin fee / account holder | $2,224 | $2,587-14.0% | $2,131+4.4% | $11,429-80.5% |