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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 | $291,367 | $211,946+37.5% | $169,452+71.9% | $135,380+115.2% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -8.71% | 3.26%-12.0pp | 1.83%-10.5pp | 519.81%-528.5pp |
| Employer contribution / active EE | $3,374 | $5,117-34.1% | $4,157-18.8% | $4,779-29.4% |
| Participant deferral / active EE | $11,071 | $6,075+82.2% | $5,277+109.8% | $5,609+97.4% |
| Admin fee / account holder | $466 | $11,472-95.9% | $9,110-94.9% | $10,828-95.7% |