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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 | $257,671 | $115,814+122.5% | $101,275+154.4% | $158,982+62.1% |
| Participation rate | 69.6% | 79.4%-9.8pp | 75.8%-6.2pp | 82.0%-12.4pp |
| Annual return | 9.45% | 56.16%-46.7pp | 46.48%-37.0pp | 302.99%-293.5pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,365 | $4,958-12.0% | $4,371-0.1% | $5,983-27.0% |
| Admin fee / account holder | $442 | $7,249-93.9% | $5,948-92.6% | $11,252-96.1% |