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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 | $402,559 | $177,353+127.0% | $158,226+154.4% | $198,609+102.7% |
| Participation rate | 29.4% | 77.0%-47.6pp | 74.8%-45.4pp | 82.4%-53.0pp |
| Annual return | 9.88% | 599.50%-589.6pp | 501.41%-491.5pp | 202.70%-192.8pp |
| Employer contribution / active EE | $602 | $3,239-81.4% | $2,986-79.8% | $5,055-88.1% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $4,317-100.0% | $6,977-100.0% |
| Admin fee / account holder | $5,903 | $10,960-46.1% | $10,217-42.2% | $19,030-69.0% |