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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 | $255,272 | $110,379+131.3% | $102,412+149.3% | $145,884+75.0% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 24.51% | 24.84%-0.3pp | 24.94%-0.4pp | 551.85%-527.3pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,449 | $5,622-3.1% | $5,060+7.7% | $6,690-18.6% |
| Admin fee / account holder | $1,529 | $9,745-84.3% | $8,388-81.8% | $13,392-88.6% |