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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 | $383,472 | $104,106+268.3% | $71,086+439.4% | $135,379+183.3% |
| Participation rate | 15.4% | 65.7%-50.3pp | 54.7%-39.3pp | 82.6%-67.3pp |
| Annual return | -5.99% | 1256.30%-1262.3pp | 650.59%-656.6pp | 519.79%-525.8pp |
| Employer contribution / active EE | $506 | $1,485-65.9% | $1,088-53.5% | $4,779-89.4% |
| Participant deferral / active EE | $3,308 | $2,527+30.9% | $1,874+76.5% | $5,609-41.0% |
| Admin fee / account holder | $3,109 | $4,142-24.9% | $3,082+0.9% | $10,828-71.3% |