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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 | $295,403 | $159,934+84.7% | $147,005+100.9% | $145,959+102.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 15.67% | 98.24%-82.6pp | 418.76%-403.1pp | 561.95%-546.3pp |
| Employer contribution / active EE | $1,288 | $5,287-75.6% | $4,934-73.9% | $4,661-72.4% |
| Participant deferral / active EE | $7,954 | $8,427-5.6% | $8,070-1.4% | $6,689+18.9% |
| Admin fee / account holder | $426 | $15,053-97.2% | $13,006-96.7% | $13,398-96.8% |