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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 | $297,911 | $166,268+79.2% | $165,100+80.4% | $145,897+104.2% |
| Participation rate | 31.3% | 82.0%-50.8pp | 78.6%-47.4pp | 80.3%-49.1pp |
| Annual return | 15.76% | 100.52%-84.8pp | 70.21%-54.5pp | 552.29%-536.5pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,829 | $6,964-59.4% | $6,035-53.1% | $6,689-57.7% |
| Admin fee / account holder | $879 | $16,659-94.7% | $12,696-93.1% | $13,390-93.4% |