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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 | $279,927 | $152,612+83.4% | $125,192+123.6% | $152,897+83.1% |
| Participation rate | 45.0% | 83.3%-38.3pp | 79.8%-34.8pp | 82.5%-37.5pp |
| Annual return | 20.19% | 54.85%-34.7pp | 43.79%-23.6pp | 345.43%-325.2pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,714 | $5,868-36.7% | $4,937-24.8% | $5,851-36.5% |
| Admin fee / account holder | $5,384 | $13,437-59.9% | $9,704-44.5% | $11,599-53.6% |