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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 | $436,952 | $211,105+107.0% | $178,449+144.9% | $145,978+199.3% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 15.75% | 30.19%-14.4pp | 27.09%-11.3pp | 550.52%-534.8pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,568 | $6,959-5.6% | $6,277+4.7% | $6,690-1.8% |
| Admin fee / account holder | $188,592 | $12,017+1469.4% | $10,362+1720.0% | $13,400+1307.4% |