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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 | $387,609 | $184,014+110.6% | $161,149+140.5% | $138,895+179.1% |
| Participation rate | 61.9% | 82.1%-20.2pp | 78.8%-16.9pp | 79.9%-18.0pp |
| Annual return | 21.70% | 21.52%+0.2pp | 21.16%+0.5pp | 145.39%-123.7pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,371 | $6,909+21.2% | $6,153+36.0% | $6,396+30.9% |
| Admin fee / account holder | $6,195 | $18,027-65.6% | $15,194-59.2% | $12,562-50.7% |