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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 | $272,218 | $107,809+152.5% | $90,657+200.3% | $135,379+101.1% |
| Participation rate | 66.7% | 78.0%-11.4pp | 74.0%-7.4pp | 82.6%-16.0pp |
| Annual return | -7.74% | -0.90%-6.8pp | 1.89%-9.6pp | 519.79%-527.5pp |
| Employer contribution / active EE | $4,740 | $3,018+57.1% | $2,532+87.2% | $4,779-0.8% |
| Participant deferral / active EE | $8,510 | $3,872+119.8% | $3,424+148.5% | $5,609+51.7% |
| Admin fee / account holder | $33,862 | $5,931+471.0% | $4,994+578.0% | $10,828+212.7% |