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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 | $276,458 | $105,866+161.1% | $90,766+204.6% | $134,545+105.5% |
| Participation rate | 38.1% | 78.3%-40.2pp | 75.7%-37.6pp | 81.2%-43.1pp |
| Annual return | -20.01% | -10.99%-9.0pp | -12.16%-7.9pp | 418.37%-438.4pp |
| Employer contribution / active EE | $1,989 | $3,464-42.6% | $2,922-31.9% | $4,742-58.1% |
| Participant deferral / active EE | $1,810 | $5,217-65.3% | $4,565-60.3% | $6,401-71.7% |
| Admin fee / account holder | $28,485 | $13,938+104.4% | $8,446+237.3% | $11,431+149.2% |