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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 | $309,381 | $133,998+130.9% | $112,263+175.6% | $134,545+129.9% |
| Participation rate | 30.8% | 78.6%-47.8pp | 75.1%-44.3pp | 81.2%-50.5pp |
| Annual return | -14.62% | 47.17%-61.8pp | 27.49%-42.1pp | 418.37%-433.0pp |
| Employer contribution / active EE | $1,452 | $4,040-64.1% | $3,636-60.1% | $4,742-69.4% |
| Participant deferral / active EE | $4,167 | $5,292-21.3% | $4,729-11.9% | $6,401-34.9% |
| Admin fee / account holder | $7,738 | $7,493+3.3% | $6,410+20.7% | $11,431-32.3% |