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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 | $278,826 | $136,860+103.7% | $120,344+131.7% | $154,746+80.2% |
| Participation rate | 44.4% | 79.9%-35.4pp | 76.7%-32.3pp | 80.7%-36.3pp |
| Annual return | 15.93% | 21.38%-5.4pp | 20.30%-4.4pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,351 | $3,533-61.8% | $3,020-55.3% | $4,379-69.1% |
| Participant deferral / active EE | $3,220 | $5,793-44.4% | $5,135-37.3% | $6,730-52.2% |
| Admin fee / account holder | $19,223 | $15,393+24.9% | $12,742+50.9% | $14,365+33.8% |