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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 | $383,999 | $162,812+135.9% | $133,971+186.6% | $158,966+141.6% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 13.43% | 41.94%-28.5pp | 45.09%-31.7pp | 302.95%-289.5pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,069 | $5,910+19.6% | $5,047+40.1% | $5,983+18.2% |
| Admin fee / account holder | $11,667 | $11,741-0.6% | $8,929+30.7% | $11,250+3.7% |