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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 | $560,512 | $96,558+480.5% | $80,977+592.2% | $273,972+104.6% |
| Participation rate | 20.0% | 79.1%-59.1pp | 75.8%-55.8pp | 83.0%-63.0pp |
| Annual return | 10.19% | 15.14%-5.0pp | 17.11%-6.9pp | 41.46%-31.3pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,291 | $7,493-2.7% | $5,517+32.2% | $10,133-28.0% |