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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 | $398,413 | $73,009+445.7% | $90,756+339.0% | $68,495+481.7% |
| Participation rate | 28.6% | 70.8%-42.3pp | 75.7%-47.1pp | 67.9%-39.3pp |
| Annual return | 0.74% | -13.81%+14.5pp | -12.16%+12.9pp | -7.84%+8.6pp |
| Employer contribution / active EE | $5,395 | $2,193+146.1% | $2,922+84.7% | $2,596+107.8% |
| Participant deferral / active EE | $3,365 | $3,626-7.2% | $4,565-26.3% | $4,028-16.5% |
| Admin fee / account holder | $6,512 | $5,896+10.5% | $8,445-22.9% | $5,403+20.5% |