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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 | $478,138 | $115,796+312.9% | $101,264+372.2% | $158,950+200.8% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 14.92% | 56.15%-41.2pp | 46.48%-31.6pp | 302.91%-288.0pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $17,333 | $4,958+249.6% | $4,370+296.6% | $5,983+189.7% |
| Admin fee / account holder | $963 | $7,247-86.7% | $5,947-83.8% | $11,248-91.4% |