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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 | $684,256 | $91,537+647.5% | $130,045+426.2% | $75,173+810.2% |
| Participation rate | 68.0% | 71.5%-3.5pp | 78.5%-10.5pp | 67.2%+0.8pp |
| Annual return | 15.28% | -631.55%+646.8pp | -137.30%+152.6pp | 160.72%-145.4pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,145 | $4,343-4.5% | $5,820-28.8% | $4,126+0.5% |
| Admin fee / account holder | $864 | $6,780-87.3% | $10,600-91.9% | $5,651-84.7% |