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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 | $411,183 | $115,810+255.1% | $101,271+306.0% | $158,966+158.7% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 13.51% | 56.15%-42.6pp | 46.48%-33.0pp | 302.95%-289.4pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,332 | $4,958+47.9% | $4,371+67.8% | $5,983+22.5% |
| Admin fee / account holder | $34,318 | $7,248+373.5% | $5,948+477.0% | $11,250+205.0% |