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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 | $303,567 | $183,539+65.4% | $155,556+95.1% | $145,897+108.1% |
| Participation rate | 61.5% | 82.7%-21.2pp | 78.2%-16.7pp | 80.3%-18.8pp |
| Annual return | 9.77% | 61.31%-51.5pp | 64.84%-55.1pp | 552.29%-542.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,385 | $6,467+76.1% | $5,631+102.2% | $6,689+70.2% |
| Admin fee / account holder | $3,253 | $19,275-83.1% | $15,885-79.5% | $13,390-75.7% |