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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 | $255,185 | $97,020+163.0% | $83,327+206.2% | $135,380+88.5% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -1.30% | 12.31%-13.6pp | 10.64%-11.9pp | 519.81%-521.1pp |
| Employer contribution / active EE | $2,537 | $4,144-38.8% | $3,379-24.9% | $4,779-46.9% |
| Participant deferral / active EE | $6,725 | $5,964+12.8% | $5,565+20.8% | $5,609+19.9% |
| Admin fee / account holder | $28,449 | $8,426+237.6% | $7,540+277.3% | $10,828+162.7% |