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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 | $638,410 | $108,911+486.2% | $100,392+535.9% | $145,884+337.6% |
| Participation rate | 55.6% | 83.0%-27.4pp | 81.5%-26.0pp | 80.3%-24.7pp |
| Annual return | 16.67% | 58.23%-41.6pp | 49.45%-32.8pp | 551.85%-535.2pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $14,785 | $8,459+74.8% | $8,090+82.8% | $6,690+121.0% |
| Admin fee / account holder | $2,263 | $9,698-76.7% | $7,904-71.4% | $13,392-83.1% |