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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 | $115,225+253.6% | $100,712+304.6% | $138,895+193.4% |
| Participation rate | 69.2% | 74.3%-5.1pp | 69.3%0pp | 79.9%-10.7pp |
| Annual return | 20.48% | 40.35%-19.9pp | 33.27%-12.8pp | 145.39%-124.9pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,807 | $4,699+2.3% | $4,085+17.7% | $6,396-24.8% |
| Admin fee / account holder | $6,411 | $10,844-40.9% | $9,256-30.7% | $12,562-49.0% |