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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 | $279,927 | $133,981+108.9% | $112,249+149.4% | $134,532+108.1% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.1%-32.2pp | 81.2%-38.4pp |
| Annual return | -19.15% | 47.16%-66.3pp | 27.48%-46.6pp | 418.27%-437.4pp |
| Employer contribution / active EE | $1,912 | $4,040-52.7% | $3,636-47.4% | $4,741-59.7% |
| Participant deferral / active EE | $11,654 | $5,292+120.2% | $4,729+146.4% | $6,401+82.1% |
| Admin fee / account holder | $2,012 | $7,492-73.1% | $6,412-68.6% | $11,429-82.4% |