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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 | $383,990 | $167,362+129.4% | $143,799+167.0% | $134,532+185.4% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -19.21% | 0.47%-19.7pp | -0.04%-19.2pp | 418.27%-437.5pp |
| Employer contribution / active EE | $4,444 | $5,620-20.9% | $4,952-10.3% | $4,741-6.3% |
| Participant deferral / active EE | $4,909 | $6,447-23.9% | $5,638-12.9% | $6,401-23.3% |
| Admin fee / account holder | $2,236 | $18,094-87.6% | $14,677-84.8% | $11,429-80.4% |