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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 | $392,204 | $110,307+255.6% | $96,576+306.1% | $139,456+181.2% |
| Participation rate | 11.1% | 78.1%-67.0pp | 76.0%-64.9pp | 80.3%-69.2pp |
| Annual return | 18.21% | 26.40%-8.2pp | 25.87%-7.7pp | 373.45%-355.2pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,333 | $5,547-39.9% | $4,851-31.3% | $6,711-50.3% |
| Admin fee / account holder | $1,549 | $11,597-86.6% | $8,253-81.2% | $11,407-86.4% |