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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 | $759,750 | $127,096+497.8% | $105,736+618.5% | $135,380+461.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 76.3%-9.7pp | 82.6%-16.0pp |
| Annual return | -8.16% | 4.49%-12.7pp | 6.27%-14.4pp | 519.81%-528.0pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,161 | $9,087-21.2% | $6,913+3.6% | $10,828-33.9% |