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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 | $272,021 | $167,362+62.5% | $143,799+89.2% | $134,532+102.2% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -14.56% | 0.47%-15.0pp | -0.04%-14.5pp | 418.27%-432.8pp |
| Employer contribution / active EE | $2,010 | $5,620-64.2% | $4,952-59.4% | $4,741-57.6% |
| Participant deferral / active EE | $4,875 | $6,447-24.4% | $5,638-13.5% | $6,401-23.8% |
| Admin fee / account holder | $1,012 | $18,094-94.4% | $14,677-93.1% | $11,429-91.1% |