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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 | $392,056 | $157,304+149.2% | $141,197+177.7% | $152,909+156.4% |
| Participation rate | 37.5% | 84.8%-47.3pp | 82.5%-45.0pp | 82.5%-45.0pp |
| Annual return | 18.32% | 64.34%-46.0pp | 71.41%-53.1pp | 345.46%-327.1pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,807 | $7,111-46.5% | $6,710-43.3% | $5,851-34.9% |
| Admin fee / account holder | $190,836 | $12,126+1473.8% | $10,265+1759.1% | $11,601+1545.0% |