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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 | $255,722 | $131,835+94.0% | $108,582+135.5% | $273,972-6.7% |
| Participation rate | 47.8% | 83.5%-35.6pp | 79.6%-31.7pp | 83.0%-35.2pp |
| Annual return | 7.63% | -91.57%+99.2pp | -51.70%+59.3pp | 41.46%-33.8pp |
| Employer contribution / active EE | $1,519 | $4,913-69.1% | $3,758-59.6% | $4,869-68.8% |
| Participant deferral / active EE | $3,353 | $5,127-34.6% | $4,311-22.2% | $5,287-36.6% |
| Admin fee / account holder | $3,823 | $10,253-62.7% | $7,645-50.0% | $10,133-62.3% |