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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 | $554,119 | $174,379+217.8% | $152,093+264.3% | $138,895+298.9% |
| Participation rate | 38.5% | 81.6%-43.2pp | 77.8%-39.3pp | 79.9%-41.5pp |
| Annual return | 14.04% | 74.86%-60.8pp | 66.36%-52.3pp | 145.39%-131.4pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,518 | $6,159-10.4% | $5,451+1.2% | $6,396-13.7% |
| Admin fee / account holder | $22,149 | $16,880+31.2% | $14,497+52.8% | $12,562+76.3% |