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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 | $545,800 | $105,861+415.6% | $90,756+501.4% | $134,509+305.8% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -17.71% | -10.99%-6.7pp | -12.16%-5.5pp | 418.13%-435.8pp |
| Employer contribution / active EE | $859 | $3,463-75.2% | $2,922-70.6% | $4,741-81.9% |
| Participant deferral / active EE | $3,209 | $5,217-38.5% | $4,565-29.7% | $6,400-49.9% |
| Admin fee / account holder | $93,618 | $13,938+571.7% | $8,445+1008.6% | $11,427+719.3% |