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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 | $386,267 | $167,362+130.8% | $143,799+168.6% | $134,532+187.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -19.10% | 0.47%-19.6pp | -0.04%-19.1pp | 418.27%-437.4pp |
| Employer contribution / active EE | $9,559 | $5,620+70.1% | $4,952+93.0% | $4,741+101.6% |
| Participant deferral / active EE | $4,282 | $6,447-33.6% | $5,638-24.1% | $6,401-33.1% |
| Admin fee / account holder | $3,700 | $18,094-79.6% | $14,677-74.8% | $11,429-67.6% |