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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 | $300,063 | $133,998+123.9% | $112,263+167.3% | $134,545+123.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -20.32% | 47.17%-67.5pp | 27.49%-47.8pp | 418.37%-438.7pp |
| Employer contribution / active EE | $1,519 | $4,040-62.4% | $3,636-58.2% | $4,742-68.0% |
| Participant deferral / active EE | $5,559 | $5,292+5.0% | $4,729+17.5% | $6,401-13.2% |
| Admin fee / account holder | $9,318 | $7,493+24.4% | $6,410+45.4% | $11,431-18.5% |