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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 | $560,401 | $100,811+455.9% | $86,698+546.4% | $134,545+316.5% |
| Participation rate | 20.0% | 79.0%-59.0pp | 76.6%-56.6pp | 81.2%-61.2pp |
| Annual return | 43.57% | 29.11%+14.5pp | 35.96%+7.6pp | 418.37%-374.8pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $491 | $10,926-95.5% | $7,492-93.4% | $11,431-95.7% |