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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 | $340,139 | $103,393+229.0% | $87,103+290.5% | $152,909+122.4% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 16.07% | 28.10%-12.0pp | 28.19%-12.1pp | 345.46%-329.4pp |
| Employer contribution / active EE | $10,608 | $3,221+229.3% | $2,521+320.7% | $4,764+122.7% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,511 | $12,195-79.4% | $7,491-66.5% | $11,601-78.4% |