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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 | $632,083 | $211,224+199.2% | $178,505+254.1% | $145,897+333.2% |
| Participation rate | 36.4% | 80.8%-44.5pp | 77.1%-40.8pp | 80.3%-43.9pp |
| Annual return | 15.83% | 30.28%-14.5pp | 27.16%-11.3pp | 552.29%-536.5pp |
| Employer contribution / active EE | $8,235 | $4,577+79.9% | $3,955+108.2% | $4,663+76.6% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,077 | $12,109-66.3% | $10,428-60.9% | $13,390-69.6% |