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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 | $380,089 | $117,859+222.5% | $102,438+271.0% | $145,959+160.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 12.20% | 31.72%-19.5pp | 29.37%-17.2pp | 561.95%-549.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,795 | $5,732-16.3% | $5,054-5.1% | $6,689-28.3% |
| Admin fee / account holder | $1,399 | $13,318-89.5% | $9,448-85.2% | $13,398-89.6% |