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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 | $309,544 | $100,203+208.9% | $85,240+263.1% | $145,897+112.2% |
| Participation rate | 53.8% | 74.1%-20.3pp | 67.5%-13.7pp | 80.3%-26.5pp |
| Annual return | 9.82% | 84.28%-74.5pp | 66.75%-56.9pp | 552.29%-542.5pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,729 | $5,299+83.6% | $4,527+114.9% | $6,689+45.4% |
| Admin fee / account holder | $2,835 | $7,265-61.0% | $6,165-54.0% | $13,390-78.8% |