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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 | $329,823 | $84,628+289.7% | $61,501+436.3% | $134,545+145.1% |
| Participation rate | 25.0% | 62.2%-37.2pp | 52.6%-27.6pp | 81.2%-56.2pp |
| Annual return | -13.27% | 585.61%-598.9pp | 339.04%-352.3pp | 418.37%-431.6pp |
| Employer contribution / active EE | $1,727 | $1,545+11.8% | $1,160+48.9% | $4,742-63.6% |
| Participant deferral / active EE | $1,167 | $2,819-58.6% | $2,125-45.1% | $6,401-81.8% |
| Admin fee / account holder | $7,393 | $2,587+185.7% | $2,132+246.8% | $11,431-35.3% |