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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 | $281,054 | $110,240+154.9% | $96,544+191.1% | $139,487+101.5% |
| Participation rate | 40.9% | 78.1%-37.2pp | 76.0%-35.1pp | 80.3%-39.4pp |
| Annual return | 25.91% | 26.41%-0.5pp | 25.88%0pp | 373.84%-347.9pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,659 | $5,549-52.1% | $4,851-45.2% | $6,713-60.4% |
| Admin fee / account holder | $7,030 | $11,602-39.4% | $8,254-14.8% | $11,407-38.4% |