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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 | $254,957 | $150,207+69.7% | $120,380+111.8% | $145,978+74.7% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.2pp | 80.3%-13.6pp |
| Annual return | 15.64% | 154.28%-138.6pp | 107.28%-91.6pp | 550.52%-534.9pp |
| Employer contribution / active EE | $0 | $4,351-100.0% | $3,465-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,691 | $6,175+56.9% | $4,992+94.1% | $6,690+44.9% |
| Admin fee / account holder | $12,117 | $12,203-0.7% | $9,421+28.6% | $13,400-9.6% |