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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 | $311,932 | $172,111+81.2% | $150,298+107.5% | $137,256+127.3% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 14.32% | 69.37%-55.0pp | 62.79%-48.5pp | 220.34%-206.0pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,958 | $6,166-19.6% | $5,453-9.1% | $6,407-22.6% |
| Admin fee / account holder | $52,454 | $16,471+218.5% | $14,116+271.6% | $12,270+327.5% |