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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 | $467,350 | $182,442+156.2% | $163,379+186.1% | $138,895+236.5% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 15.55% | 72.74%-57.2pp | 63.41%-47.9pp | 145.39%-129.8pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $20,417 | $6,817+199.5% | $6,282+225.0% | $6,396+219.2% |
| Admin fee / account holder | $3,864 | $10,396-62.8% | $9,818-60.6% | $12,562-69.2% |