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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 | $292,353 | $127,387+129.5% | $115,038+154.1% | $125,389+133.2% |
| Participation rate | 37.5% | 84.2%-46.7pp | 81.4%-43.9pp | 83.2%-45.7pp |
| Annual return | -1.45% | 31.28%-32.7pp | 26.14%-27.6pp | 282.24%-283.7pp |
| Employer contribution / active EE | $2,625 | $5,166-49.2% | $4,608-43.0% | $4,866-46.0% |
| Participant deferral / active EE | $7,350 | $6,423+14.4% | $6,026+22.0% | $5,352+37.3% |
| Admin fee / account holder | $6,988 | $9,516-26.6% | $8,175-14.5% | $9,541-26.8% |