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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 | $288,308 | $167,353+72.3% | $143,797+100.5% | $134,545+114.3% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -10.99% | 0.48%-11.5pp | -0.04%-11.0pp | 418.37%-429.4pp |
| Employer contribution / active EE | $1,384 | $5,620-75.4% | $4,952-72.1% | $4,742-70.8% |
| Participant deferral / active EE | $4,588 | $6,447-28.8% | $5,638-18.6% | $6,401-28.3% |
| Admin fee / account holder | $2,782 | $18,096-84.6% | $14,679-81.1% | $11,431-75.7% |