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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 | $272,406 | $171,492+58.8% | $150,734+80.7% | $198,609+37.2% |
| Participation rate | 52.6% | 81.4%-28.8pp | 78.4%-25.8pp | 82.4%-29.7pp |
| Annual return | 7.05% | 804.70%-797.6pp | 600.81%-593.8pp | 202.70%-195.6pp |
| Employer contribution / active EE | $7,895 | $5,470+44.3% | $4,918+60.5% | $5,055+56.2% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $457 | $17,628-97.4% | $14,905-96.9% | $19,030-97.6% |