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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 | $447,393 | $138,076+224.0% | $123,553+262.1% | $135,380+230.5% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | 3.39% | 153.70%-150.3pp | 119.21%-115.8pp | 519.81%-516.4pp |
| Employer contribution / active EE | $5,239 | $5,152+1.7% | $4,628+13.2% | $4,779+9.6% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,028 | $10,917-63.1% | $9,284-56.6% | $10,828-62.8% |