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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 | $431,330 | $167,504+157.5% | $151,628+184.5% | $134,509+220.7% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -17.07% | 7.81%-24.9pp | 3.34%-20.4pp | 418.13%-435.2pp |
| Employer contribution / active EE | $5,352 | $6,828-21.6% | $6,165-13.2% | $4,741+12.9% |
| Participant deferral / active EE | $11,107 | $8,985+23.6% | $8,363+32.8% | $6,400+73.5% |
| Admin fee / account holder | $4,226 | $13,779-69.3% | $11,613-63.6% | $11,427-63.0% |