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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 | $290,813 | $289,211+0.6% | $260,467+11.7% | $198,609+46.4% |
| Participation rate | 53.3% | 83.1%-29.8pp | 80.5%-27.1pp | 82.4%-29.0pp |
| Annual return | 10.68% | 112.90%-102.2pp | 100.60%-89.9pp | 202.70%-192.0pp |
| Employer contribution / active EE | $523 | $4,663-88.8% | $4,239-87.7% | $5,055-89.7% |
| Participant deferral / active EE | $4,602 | $6,812-32.4% | $6,319-27.2% | $6,977-34.0% |
| Admin fee / account holder | $27,605 | $16,236+70.0% | $15,461+78.5% | $19,030+45.1% |