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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 | $293,445 | $157,296+86.6% | $141,191+107.8% | $152,897+91.9% |
| Participation rate | 61.1% | 84.8%-23.7pp | 82.5%-21.4pp | 82.5%-21.3pp |
| Annual return | 24.72% | 64.34%-39.6pp | 71.41%-46.7pp | 345.43%-320.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,150 | $7,111+42.7% | $6,710+51.3% | $5,851+73.5% |
| Admin fee / account holder | $356 | $12,125-97.1% | $10,264-96.5% | $11,599-96.9% |