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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 | $258,172 | $97,125+165.8% | $86,233+199.4% | $137,256+88.1% |
| Participation rate | 61.1% | 74.2%-13.1pp | 69.0%-7.9pp | 80.0%-18.8pp |
| Annual return | 11.18% | 74.19%-63.0pp | 61.39%-50.2pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,238 | $2,841-56.4% | $2,504-50.6% | $4,156-70.2% |
| Participant deferral / active EE | $1,989 | $5,180-61.6% | $4,559-56.4% | $6,407-69.0% |
| Admin fee / account holder | $22,141 | $9,725+127.7% | $8,342+165.4% | $12,270+80.4% |