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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 | $539,617 | $156,398+245.0% | $147,318+266.3% | $138,895+288.5% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 14.71% | 78.75%-64.0pp | 70.43%-55.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,358 | $8,237+25.7% | $7,906+31.0% | $6,396+61.9% |
| Admin fee / account holder | $1,602 | $14,976-89.3% | $13,708-88.3% | $12,562-87.2% |