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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 | $448,985 | $100,792+345.5% | $86,691+417.9% | $134,509+233.8% |
| Participation rate | 57.1% | 78.9%-21.8pp | 76.6%-19.4pp | 81.2%-24.1pp |
| Annual return | -8.54% | 29.08%-37.6pp | 35.94%-44.5pp | 418.13%-426.7pp |
| Employer contribution / active EE | $1,520 | $3,491-56.5% | $2,837-46.4% | $4,741-67.9% |
| Participant deferral / active EE | $6,096 | $5,339+14.2% | $4,656+30.9% | $6,400-4.7% |
| Admin fee / account holder | $9,635 | $10,924-11.8% | $7,492+28.6% | $11,427-15.7% |