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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 | $355,887 | $131,835+169.9% | $108,582+227.8% | $273,972+29.9% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 5.82% | -91.57%+97.4pp | -51.70%+57.5pp | 41.46%-35.6pp |
| Employer contribution / active EE | $10,250 | $4,913+108.6% | $3,758+172.7% | $4,869+110.5% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,525 | $10,253-75.4% | $7,645-67.0% | $10,133-75.1% |