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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 | $252,559 | $125,778+100.8% | $114,563+120.5% | $154,746+63.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.9%-6.2pp | 80.7%-14.0pp |
| Annual return | 10.37% | 295.14%-284.8pp | 241.09%-230.7pp | 172.34%-162.0pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,013 | $4,445-9.7% | $4,142-3.1% | $6,730-40.4% |
| Admin fee / account holder | $3,909 | $8,190-52.3% | $7,623-48.7% | $14,365-72.8% |