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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 | $634,366 | $178,174+256.0% | $156,181+306.2% | $137,256+362.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 13.71% | 84.19%-70.5pp | 64.87%-51.2pp | 220.34%-206.6pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,750 | $6,888+99.6% | $6,132+124.2% | $6,407+114.6% |
| Admin fee / account holder | $2,547 | $17,404-85.4% | $14,586-82.5% | $12,270-79.2% |