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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 | $507,917 | $97,289+422.1% | $92,805+447.3% | $155,188+227.3% |
| Participation rate | 37.5% | 84.2%-46.7pp | 83.5%-46.0pp | 80.8%-43.3pp |
| Annual return | 14.68% | 29.03%-14.4pp | 31.59%-16.9pp | 148.84%-134.2pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,137 | $8,795-18.9% | $8,448-15.5% | $6,531+9.3% |
| Admin fee / account holder | $8,162 | $12,015-32.1% | $10,911-25.2% | $14,480-43.6% |