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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 | $699,818 | $111,814+525.9% | $103,378+577.0% | $145,978+379.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 19.88% | 24.80%-4.9pp | 24.91%-5.0pp | 550.52%-530.6pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,050 | $5,618+61.1% | $5,058+78.9% | $6,690+35.3% |
| Admin fee / account holder | $31,843 | $9,764+226.1% | $8,401+279.0% | $13,400+137.6% |