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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 | $272,080 | $167,362+62.6% | $143,799+89.2% | $134,532+102.2% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -12.00% | 0.47%-12.5pp | -0.04%-12.0pp | 418.27%-430.3pp |
| Employer contribution / active EE | $2,024 | $5,620-64.0% | $4,952-59.1% | $4,741-57.3% |
| Participant deferral / active EE | $7,103 | $6,447+10.2% | $5,638+26.0% | $6,401+11.0% |
| Admin fee / account holder | $1,102 | $18,094-93.9% | $14,677-92.5% | $11,429-90.4% |