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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 | $333,763 | $64,729+415.6% | $112,263+197.3% | $68,490+387.3% |
| Participation rate | 28.6% | 67.2%-38.6pp | 75.1%-46.5pp | 67.9%-39.3pp |
| Annual return | -4.63% | -11.40%+6.8pp | 27.49%-32.1pp | -7.85%+3.2pp |
| Employer contribution / active EE | $1,130 | $2,746-58.9% | $3,636-68.9% | $2,597-56.5% |
| Participant deferral / active EE | $2,709 | $3,566-24.0% | $4,729-42.7% | $4,028-32.7% |
| Admin fee / account holder | $1,746 | $5,222-66.6% | $6,410-72.8% | $5,403-67.7% |