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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 | $264,481 | $183,539+44.1% | $155,556+70.0% | $145,897+81.3% |
| Participation rate | 7.1% | 82.7%-75.6pp | 78.2%-71.1pp | 80.3%-73.2pp |
| Annual return | 21.49% | 61.31%-39.8pp | 64.84%-43.3pp | 552.29%-530.8pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,058 | $6,467-68.2% | $5,631-63.5% | $6,689-69.2% |
| Admin fee / account holder | $2,905 | $19,275-84.9% | $15,885-81.7% | $13,390-78.3% |