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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 | $117,859+302.4% | $102,438+362.9% | $145,959+224.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 14.22% | 31.72%-17.5pp | 29.37%-15.1pp | 561.95%-547.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $13,558 | $5,732+136.5% | $5,054+168.3% | $6,689+102.7% |
| Admin fee / account holder | $42,212 | $13,318+217.0% | $9,448+346.8% | $13,398+215.1% |