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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 | $482,350 | $72,177+568.3% | $115,037+319.3% | $59,632+708.9% |
| Participation rate | 14.8% | 72.6%-57.7pp | 81.4%-66.6pp | 68.7%-53.9pp |
| Annual return | -1.78% | 12.02%-13.8pp | 26.14%-27.9pp | 2041.32%-2043.1pp |
| Employer contribution / active EE | $1,342 | $2,841-52.8% | $4,608-70.9% | $2,203-39.1% |
| Participant deferral / active EE | $4,663 | $4,783-2.5% | $6,026-22.6% | $3,192+46.1% |
| Admin fee / account holder | $4,216 | $4,927-14.4% | $8,175-48.4% | $4,297-1.9% |