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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 | $257,897 | $211,946+21.7% | $169,452+52.2% | $135,380+90.5% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -3.06% | 3.26%-6.3pp | 1.83%-4.9pp | 519.81%-522.9pp |
| Employer contribution / active EE | $1,359 | $5,117-73.4% | $4,157-67.3% | $4,779-71.6% |
| Participant deferral / active EE | $12,185 | $6,075+100.6% | $5,277+130.9% | $5,609+117.2% |
| Admin fee / account holder | $1,000 | $11,472-91.3% | $9,110-89.0% | $10,828-90.8% |