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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 | $731,776 | $180,749+304.9% | $160,784+355.1% | $137,256+433.1% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 10.96% | 2234.46%-2223.5pp | 1803.92%-1793.0pp | 220.34%-209.4pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $18,333 | $6,844+167.9% | $6,293+191.3% | $6,407+186.2% |
| Admin fee / account holder | $6,346 | $10,397-39.0% | $9,717-34.7% | $12,270-48.3% |