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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 | $250,386 | $129,737+93.0% | $119,126+110.2% | $154,746+61.8% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 12.87% | 379.08%-366.2pp | 282.11%-269.2pp | 172.34%-159.5pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,697 | $5,842-53.8% | $5,318-49.3% | $6,730-59.9% |
| Admin fee / account holder | $2,565 | $11,961-78.6% | $10,693-76.0% | $14,365-82.1% |