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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 | $338,247 | $153,769+120.0% | $133,975+152.5% | $273,972+23.5% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.1%-87.1pp | 83.0%-83.0pp |
| Annual return | 7.05% | 36.51%-29.5pp | 29.29%-22.2pp | 41.46%-34.4pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,009 | $6,958-13.6% | $6,282-4.3% | $5,287+13.7% |
| Admin fee / account holder | $1,373 | $11,765-88.3% | $9,324-85.3% | $10,133-86.4% |