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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 | $300,582 | $135,905+121.2% | $126,068+138.4% | $198,609+51.3% |
| Participation rate | 63.6% | 85.6%-22.0pp | 84.7%-21.1pp | 82.4%-18.7pp |
| Annual return | 15.83% | 14.07%+1.8pp | 15.01%+0.8pp | 202.70%-186.9pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,206 | $8,523+8.0% | $8,214+12.1% | $6,977+31.9% |
| Admin fee / account holder | $74,412 | $21,036+253.7% | $18,264+307.4% | $19,030+291.0% |