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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 | $271,199 | $178,174+52.2% | $156,181+73.6% | $137,256+97.6% |
| Participation rate | 52.9% | 82.0%-29.1pp | 78.8%-25.9pp | 80.0%-27.0pp |
| Annual return | 15.07% | 84.19%-69.1pp | 64.87%-49.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,277 | $6,888-23.4% | $6,132-14.0% | $6,407-17.6% |
| Admin fee / account holder | $928 | $17,404-94.7% | $14,586-93.6% | $12,270-92.4% |