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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 | $281,141 | $166,268+69.1% | $165,100+70.3% | $145,897+92.7% |
| Participation rate | 20.0% | 82.0%-62.0pp | 78.6%-58.6pp | 80.3%-60.3pp |
| Annual return | 10.73% | 100.52%-89.8pp | 70.21%-59.5pp | 552.29%-541.6pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,518 | $6,964-63.8% | $6,035-58.3% | $6,689-62.4% |
| Admin fee / account holder | $34,604 | $16,659+107.7% | $12,696+172.6% | $13,390+158.4% |