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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 | $408,344 | $112,131+264.2% | $95,964+325.5% | $158,982+156.8% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 15.30% | 171.19%-155.9pp | 91.64%-76.3pp | 302.99%-287.7pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $10,587 | $4,784+121.3% | $4,167+154.1% | $5,983+76.9% |
| Admin fee / account holder | $17,324 | $10,136+70.9% | $6,797+154.9% | $11,252+54.0% |