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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 | $183,627+305.0% | $155,602+377.9% | $145,978+409.5% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 9.67% | 61.32%-51.6pp | 64.81%-55.1pp | 550.52%-540.8pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,714 | $6,466+34.8% | $5,629+54.8% | $6,690+30.3% |
| Admin fee / account holder | $3,240 | $19,327-83.2% | $15,923-79.7% | $13,400-75.8% |