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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 | $437,702 | $115,814+277.9% | $101,275+332.2% | $158,982+175.3% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 13.90% | 56.16%-42.3pp | 46.48%-32.6pp | 302.99%-289.1pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,381 | $4,958+28.7% | $4,371+46.0% | $5,983+6.6% |
| Admin fee / account holder | $4,061 | $7,249-44.0% | $5,948-31.7% | $11,252-63.9% |