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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 | $356,092 | $167,362+112.8% | $143,799+147.6% | $134,532+164.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -17.42% | 0.47%-17.9pp | -0.04%-17.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $2,273 | $5,620-59.6% | $4,952-54.1% | $4,741-52.1% |
| Participant deferral / active EE | $13,867 | $6,447+115.1% | $5,638+145.9% | $6,401+116.6% |
| Admin fee / account holder | $7,749 | $18,094-57.2% | $14,677-47.2% | $11,429-32.2% |