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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 | $281,103 | $91,537+207.1% | $130,045+116.2% | $75,173+273.9% |
| Participation rate | 66.7% | 71.5%-4.8pp | 78.5%-11.8pp | 67.2%-0.5pp |
| Annual return | 13.46% | -631.55%+645.0pp | -137.30%+150.8pp | 160.72%-147.3pp |
| Employer contribution / active EE | $1,895 | $2,845-33.4% | $4,321-56.2% | $2,671-29.1% |
| Participant deferral / active EE | $6,054 | $4,343+39.4% | $5,820+4.0% | $4,126+46.7% |
| Admin fee / account holder | $11,849 | $6,780+74.8% | $10,600+11.8% | $5,651+109.7% |