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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 | $274,945 | $115,225+138.6% | $100,712+173.0% | $138,895+98.0% |
| Participation rate | 37.5% | 74.3%-36.8pp | 69.3%-31.8pp | 79.9%-42.4pp |
| Annual return | 21.01% | 40.35%-19.3pp | 33.27%-12.3pp | 145.39%-124.4pp |
| Employer contribution / active EE | $1,453 | $2,771-47.6% | $2,313-37.2% | $4,194-65.4% |
| Participant deferral / active EE | $9,750 | $4,699+107.5% | $4,085+138.7% | $6,396+52.4% |
| Admin fee / account holder | $14,934 | $10,844+37.7% | $9,256+61.3% | $12,562+18.9% |