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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 | $252,117 | $182,442+38.2% | $163,379+54.3% | $138,895+81.5% |
| Participation rate | 68.4% | 79.8%-11.4pp | 76.8%-8.4pp | 79.9%-11.5pp |
| Annual return | 16.78% | 72.74%-56.0pp | 63.41%-46.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,108 | $6,817+33.6% | $6,282+45.0% | $6,396+42.4% |
| Admin fee / account holder | $2,582 | $10,396-75.2% | $9,818-73.7% | $12,562-79.4% |