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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 | $183,516+102.3% | $155,534+138.7% | $145,884+154.5% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 18.82% | 61.43%-42.6pp | 64.92%-46.1pp | 551.85%-533.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,692 | $6,467-27.4% | $5,630-16.7% | $6,690-29.9% |
| Admin fee / account holder | $30,471 | $19,293+57.9% | $15,900+91.6% | $13,392+127.5% |