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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 | $256,916 | $72,426+254.7% | $67,560+280.3% | $145,897+76.1% |
| Participation rate | 62.5% | 76.9%-14.4pp | 72.9%-10.4pp | 80.3%-17.8pp |
| Annual return | 17.68% | 7226.78%-7209.1pp | 3533.50%-3515.8pp | 552.29%-534.6pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,633 | $4,785+38.6% | $4,004+65.7% | $6,689-0.8% |
| Admin fee / account holder | $2,426 | $5,514-56.0% | $3,994-39.3% | $13,390-81.9% |