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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 | $287,066 | $160,040+79.4% | $147,096+95.2% | $145,877+96.8% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 15.65% | 98.49%-82.8pp | 419.75%-404.1pp | 551.28%-535.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,397 | $8,429-24.1% | $8,071-20.7% | $6,691-4.4% |
| Admin fee / account holder | $2,260 | $15,050-85.0% | $13,005-82.6% | $13,402-83.1% |