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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 | $1,103,007 | $254,759+333.0% | $216,567+409.3% | $198,609+455.4% |
| Participation rate | 33.3% | 84.5%-51.2pp | 81.6%-48.3pp | 82.4%-49.0pp |
| Annual return | 106.63% | 10.04%+96.6pp | 12.94%+93.7pp | 202.70%-96.1pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $552 | $26,311-97.9% | $21,981-97.5% | $19,030-97.1% |