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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 | $125,778+220.1% | $114,563+251.4% | $154,746+160.1% |
| Participation rate | 29.4% | 75.2%-45.8pp | 72.9%-43.5pp | 80.7%-51.3pp |
| Annual return | 9.88% | 295.14%-285.3pp | 241.09%-231.2pp | 172.34%-162.5pp |
| Employer contribution / active EE | $602 | $2,806-78.6% | $2,592-76.8% | $4,379-86.3% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,903 | $8,190-27.9% | $7,623-22.6% | $14,365-58.9% |