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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 | $275,131 | $61,816+345.1% | $97,260+182.9% | $80,935+239.9% |
| Participation rate | 13.3% | 63.5%-50.1pp | 72.7%-59.3pp | 67.7%-54.3pp |
| Annual return | 20.90% | -558.73%+579.6pp | 75.54%-54.6pp | 35.66%-14.8pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,721-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,692 | $3,027-44.1% | $4,262-60.3% | $4,299-60.7% |
| Admin fee / account holder | $42,518 | $5,166+723.1% | $5,640+653.9% | $6,924+514.0% |