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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 | $743,698 | $183,516+305.2% | $155,534+378.2% | $145,884+409.8% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 9.67% | 61.43%-51.8pp | 64.92%-55.2pp | 551.85%-542.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,714 | $6,467+34.8% | $5,630+54.8% | $6,690+30.3% |
| Admin fee / account holder | $3,240 | $19,293-83.2% | $15,900-79.6% | $13,392-75.8% |