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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 | $252,516 | $97,020+160.3% | $83,327+203.0% | $135,380+86.5% |
| Participation rate | 41.2% | 80.4%-39.2pp | 77.8%-36.6pp | 82.6%-41.5pp |
| Annual return | -5.48% | 12.31%-17.8pp | 10.64%-16.1pp | 519.81%-525.3pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,972 | $5,964-16.6% | $5,565-10.7% | $5,609-11.4% |
| Admin fee / account holder | $68,659 | $8,426+714.8% | $7,540+810.5% | $10,828+534.1% |