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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 | $407,486 | $112,729+261.5% | $98,716+312.8% | $137,256+196.9% |
| Participation rate | 69.2% | 74.2%-5.0pp | 69.3%-0.1pp | 80.0%-10.7pp |
| Annual return | 20.48% | 38.48%-18.0pp | 31.81%-11.3pp | 220.34%-199.9pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,807 | $4,640+3.6% | $4,048+18.8% | $6,407-25.0% |
| Admin fee / account holder | $6,411 | $10,129-36.7% | $8,703-26.3% | $12,270-47.8% |