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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 | $133,983+124.0% | $112,244+167.3% | $134,493+123.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -20.32% | 47.13%-67.5pp | 27.46%-47.8pp | 418.01%-438.3pp |
| Employer contribution / active EE | $1,519 | $4,039-62.4% | $3,635-58.2% | $4,740-68.0% |
| Participant deferral / active EE | $5,559 | $5,291+5.1% | $4,728+17.6% | $6,400-13.1% |
| Admin fee / account holder | $9,318 | $7,490+24.4% | $6,411+45.3% | $11,425-18.4% |