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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 | $412,808 | $167,362+146.7% | $143,799+187.1% | $134,532+206.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -15.77% | 0.47%-16.2pp | -0.04%-15.7pp | 418.27%-434.0pp |
| Employer contribution / active EE | $1,972 | $5,620-64.9% | $4,952-60.2% | $4,741-58.4% |
| Participant deferral / active EE | $9,359 | $6,447+45.2% | $5,638+66.0% | $6,401+46.2% |
| Admin fee / account holder | $20,358 | $18,094+12.5% | $14,677+38.7% | $11,429+78.1% |