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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 | $469,810 | $93,098+404.6% | $77,081+509.5% | $134,509+249.3% |
| Participation rate | 33.3% | 74.5%-41.2pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -10.19% | 62.63%-72.8pp | 42.33%-52.5pp | 418.13%-428.3pp |
| Employer contribution / active EE | $818 | $3,419-76.1% | $2,813-70.9% | $4,741-82.7% |
| Participant deferral / active EE | $2,554 | $5,239-51.3% | $4,428-42.3% | $6,400-60.1% |
| Admin fee / account holder | $2,216 | $6,945-68.1% | $5,427-59.2% | $11,427-80.6% |