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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 | $376,808 | $100,811+273.8% | $86,698+334.6% | $134,545+180.1% |
| Participation rate | 40.0% | 79.0%-39.0pp | 76.6%-36.6pp | 81.2%-41.2pp |
| Annual return | -15.96% | 29.11%-45.1pp | 35.96%-51.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $1,120 | $3,490-67.9% | $2,837-60.5% | $4,742-76.4% |
| Participant deferral / active EE | $7,876 | $5,339+47.5% | $4,656+69.1% | $6,401+23.0% |
| Admin fee / account holder | $24,860 | $10,926+127.5% | $7,492+231.8% | $11,431+117.5% |