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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 | $319,917 | $167,362+91.2% | $143,799+122.5% | $134,532+137.8% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -19.16% | 0.47%-19.6pp | -0.04%-19.1pp | 418.27%-437.4pp |
| Employer contribution / active EE | $2,845 | $5,620-49.4% | $4,952-42.5% | $4,741-40.0% |
| Participant deferral / active EE | $20,800 | $6,447+222.6% | $5,638+268.9% | $6,401+225.0% |
| Admin fee / account holder | $3,429 | $18,094-81.1% | $14,677-76.6% | $11,429-70.0% |