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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 | $333,929 | $167,352+99.5% | $143,788+132.2% | $134,509+148.3% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -19.10% | 0.47%-19.6pp | -0.03%-19.1pp | 418.13%-437.2pp |
| Employer contribution / active EE | $15,084 | $5,620+168.4% | $4,952+204.6% | $4,741+218.2% |
| Participant deferral / active EE | $12,984 | $6,447+101.4% | $5,638+130.3% | $6,400+102.9% |
| Admin fee / account holder | $2,989 | $18,091-83.5% | $14,675-79.6% | $11,427-73.8% |