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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 | $379,229 | $167,353+126.6% | $143,797+163.7% | $134,545+181.9% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -16.77% | 0.48%-17.3pp | -0.04%-16.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $1,951 | $5,620-65.3% | $4,952-60.6% | $4,742-58.9% |
| Participant deferral / active EE | $11,622 | $6,447+80.3% | $5,638+106.1% | $6,401+81.6% |
| Admin fee / account holder | $3,154 | $18,096-82.6% | $14,679-78.5% | $11,431-72.4% |