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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 | $283,713 | $127,100+123.2% | $105,738+168.3% | $135,379+109.6% |
| Participation rate | 33.3% | 82.7%-49.4pp | 76.3%-43.0pp | 82.6%-49.3pp |
| Annual return | -6.42% | 4.49%-10.9pp | 6.27%-12.7pp | 519.79%-526.2pp |
| Employer contribution / active EE | $1,391 | $4,107-66.1% | $3,268-57.4% | $4,779-70.9% |
| Participant deferral / active EE | $6,778 | $5,064+33.8% | $4,080+66.1% | $5,609+20.8% |
| Admin fee / account holder | $1,041 | $9,087-88.5% | $6,913-84.9% | $10,828-90.4% |