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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 | $548,443 | $103,393+430.4% | $87,103+529.7% | $152,909+258.7% |
| Participation rate | 35.3% | 79.4%-44.1pp | 76.9%-41.6pp | 82.5%-47.2pp |
| Annual return | 19.80% | 28.10%-8.3pp | 28.19%-8.4pp | 345.46%-325.7pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,775 | $4,778-62.9% | $4,049-56.2% | $5,851-69.7% |
| Admin fee / account holder | $16,225 | $12,195+33.0% | $7,491+116.6% | $11,601+39.9% |