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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 | $566,589 | $97,289+482.4% | $92,805+510.5% | $155,188+265.1% |
| Participation rate | 55.6% | 84.2%-28.6pp | 83.5%-28.0pp | 80.8%-25.2pp |
| Annual return | 11.31% | 29.03%-17.7pp | 31.59%-20.3pp | 148.84%-137.5pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $15,007 | $8,795+70.6% | $8,448+77.7% | $6,531+129.8% |
| Admin fee / account holder | $171,889 | $12,015+1330.6% | $10,911+1475.4% | $14,480+1087.1% |