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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 | $371,203 | $183,539+102.2% | $155,556+138.6% | $145,897+154.4% |
| Participation rate | 42.9% | 82.7%-39.9pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 18.82% | 61.31%-42.5pp | 64.84%-46.0pp | 552.29%-533.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,692 | $6,467-27.4% | $5,631-16.7% | $6,689-29.9% |
| Admin fee / account holder | $30,471 | $19,275+58.1% | $15,885+91.8% | $13,390+127.6% |