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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 | $499,790 | $59,813+735.6% | $79,580+528.0% | $68,486+629.8% |
| Participation rate | 11.4% | 61.1%-49.6pp | 69.5%-58.1pp | 67.9%-56.5pp |
| Annual return | -17.02% | -12.30%-4.7pp | 0.15%-17.2pp | -7.85%-9.2pp |
| Employer contribution / active EE | $501 | $1,505-66.7% | $2,413-79.2% | $2,597-80.7% |
| Participant deferral / active EE | $2,734 | $3,024-9.6% | $3,985-31.4% | $4,028-32.1% |
| Admin fee / account holder | $12,110 | $4,835+150.5% | $6,835+77.2% | $5,404+124.1% |