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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 | $301,376 | $32,117+838.4% | $71,089+323.9% | $64,173+369.6% |
| Participation rate | 13.3% | 42.7%-29.4pp | 54.6%-41.3pp | 69.6%-56.2pp |
| Annual return | -4.02% | -5.57%+1.6pp | 650.65%-654.7pp | 7.63%-11.7pp |
| Employer contribution / active EE | $836 | $712+17.4% | $1,088-23.2% | $2,381-64.9% |
| Participant deferral / active EE | $2,740 | $1,263+117.0% | $1,873+46.3% | $3,470-21.0% |
| Admin fee / account holder | $16,624 | $2,759+502.5% | $3,082+439.3% | $4,887+240.1% |