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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 | $910,039 | $129,959+600.2% | $104,301+772.5% | $134,532+576.4% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -18.41% | 42.04%-60.5pp | 24.61%-43.0pp | 418.27%-436.7pp |
| Employer contribution / active EE | $16,531 | $4,185+295.0% | $3,373+390.1% | $4,741+248.7% |
| Participant deferral / active EE | $13,394 | $5,589+139.6% | $4,626+189.5% | $6,401+109.2% |
| Admin fee / account holder | $1,264 | $9,325-86.5% | $7,340-82.8% | $11,429-88.9% |