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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 | $326,633 | $129,737+151.8% | $119,126+174.2% | $154,746+111.1% |
| Participation rate | 54.5% | 78.9%-24.3pp | 75.8%-21.2pp | 80.7%-26.2pp |
| Annual return | 12.82% | 379.08%-366.3pp | 282.11%-269.3pp | 172.34%-159.5pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,335 | $5,842+25.6% | $5,318+37.9% | $6,730+9.0% |
| Admin fee / account holder | $12,424 | $11,961+3.9% | $10,693+16.2% | $14,365-13.5% |