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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 | $258,722 | $100,911+156.4% | $90,440+186.1% | $158,966+62.8% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 9.15% | 1726.62%-1717.5pp | 1294.38%-1285.2pp | 302.95%-293.8pp |
| Employer contribution / active EE | $3,509 | $3,690-4.9% | $3,263+7.5% | $4,762-26.3% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,379 | $6,507-63.4% | $5,615-57.6% | $11,250-78.9% |