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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 | $258,598 | $87,016+197.2% | $63,244+308.9% | $125,389+106.2% |
| Participation rate | 28.6% | 77.1%-48.5pp | 71.0%-42.5pp | 83.2%-54.6pp |
| Annual return | 1.07% | 21.71%-20.6pp | -70.31%+71.4pp | 282.24%-281.2pp |
| Employer contribution / active EE | $945 | $3,601-73.8% | $2,322-59.3% | $4,866-80.6% |
| Participant deferral / active EE | $2,346 | $3,939-40.5% | $2,953-20.6% | $5,352-56.2% |
| Admin fee / account holder | $10,262 | $11,954-14.2% | $5,893+74.1% | $9,541+7.6% |