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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 | $304,291 | $60,442+403.4% | $96,754+214.5% | $87,485+247.8% |
| Participation rate | 53.8% | 58.7%-4.9pp | 70.3%-16.4pp | 68.9%-15.1pp |
| Annual return | 14.15% | 21.97%-7.8pp | 82.04%-67.9pp | 26.06%-11.9pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,559 | $3,280+130.5% | $4,758+58.9% | $4,274+76.9% |
| Admin fee / account holder | $8,400 | $5,069+65.7% | $8,905-5.7% | $7,775+8.0% |