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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 | $377,959 | $211,288+78.9% | $178,540+111.7% | $145,884+159.1% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 10.04% | 30.27%-20.2pp | 27.15%-17.1pp | 551.85%-541.8pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $18,692 | $6,967+168.3% | $6,281+197.6% | $6,690+179.4% |
| Admin fee / account holder | $3,590 | $12,105-70.3% | $10,424-65.6% | $13,392-73.2% |