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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 | $1,144,177 | $167,504+583.1% | $151,628+654.6% | $134,509+750.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -19.43% | 7.81%-27.2pp | 3.34%-22.8pp | 418.13%-437.6pp |
| Employer contribution / active EE | $37,375 | $6,828+447.4% | $6,165+506.2% | $4,741+688.4% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $39,245 | $13,779+184.8% | $11,613+237.9% | $11,427+243.4% |