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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 | $298,264 | $154,193+93.4% | $130,045+129.4% | $139,466+113.9% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.5%-16.0pp | 80.3%-17.8pp |
| Annual return | 18.11% | 32.51%-14.4pp | -137.30%+155.4pp | 373.66%-355.6pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,135 | $6,709-53.3% | $5,820-46.1% | $6,712-53.3% |
| Admin fee / account holder | $10,336 | $13,989-26.1% | $10,600-2.5% | $11,409-9.4% |