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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 | $265,359 | $211,224+25.6% | $178,505+48.7% | $145,897+81.9% |
| Participation rate | 25.0% | 80.8%-55.8pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 13.25% | 30.28%-17.0pp | 27.16%-13.9pp | 552.29%-539.0pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,102 | $6,966-69.8% | $6,280-66.5% | $6,689-68.6% |
| Admin fee / account holder | $1,538 | $12,109-87.3% | $10,428-85.3% | $13,390-88.5% |