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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 | $378,191 | $166,020+127.8% | $164,866+129.4% | $145,959+159.1% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 11.07% | 100.08%-89.0pp | 69.97%-58.9pp | 561.95%-550.9pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $12,350 | $6,961+77.4% | $6,033+104.7% | $6,689+84.6% |
| Admin fee / account holder | $2,621 | $16,644-84.3% | $12,689-79.3% | $13,398-80.4% |