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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 | $474,208 | $117,895+302.2% | $102,460+362.8% | $145,897+225.0% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 14.22% | 31.92%-17.7pp | 29.47%-15.2pp | 552.29%-538.1pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,558 | $5,736+136.4% | $5,056+168.2% | $6,689+102.7% |
| Admin fee / account holder | $42,212 | $13,353+216.1% | $9,460+346.2% | $13,390+215.2% |