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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 | $408,603 | $117,895+246.6% | $102,460+298.8% | $145,897+180.1% |
| Participation rate | 65.0% | 78.6%-13.6pp | 76.5%-11.5pp | 80.3%-15.3pp |
| Annual return | 23.22% | 31.92%-8.7pp | 29.47%-6.2pp | 552.29%-529.1pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,978 | $5,736-30.6% | $5,056-21.3% | $6,689-40.5% |
| Admin fee / account holder | $7,483 | $13,353-44.0% | $9,460-20.9% | $13,390-44.1% |