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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 | $285,518 | $91,911+210.6% | $68,612+316.1% | $135,379+110.9% |
| Participation rate | 42.9% | 76.7%-33.9pp | 72.2%-29.4pp | 82.6%-39.8pp |
| Annual return | -8.84% | -8.22%-0.6pp | -4.63%-4.2pp | 519.79%-528.6pp |
| Employer contribution / active EE | $1,521 | $3,924-61.2% | $2,625-42.1% | $4,779-68.2% |
| Participant deferral / active EE | $6,978 | $4,315+61.7% | $3,311+110.7% | $5,609+24.4% |
| Admin fee / account holder | $28,695 | $9,240+210.5% | $5,131+459.2% | $10,828+165.0% |