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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 | $277,433 | $199,109+39.3% | $173,730+59.7% | $154,746+79.3% |
| Participation rate | 46.7% | 82.8%-36.1pp | 79.6%-32.9pp | 80.7%-34.0pp |
| Annual return | 13.03% | 20.02%-7.0pp | 19.96%-6.9pp | 172.34%-159.3pp |
| Employer contribution / active EE | $2,377 | $5,311-55.2% | $4,577-48.1% | $4,379-45.7% |
| Participant deferral / active EE | $6,410 | $7,113-9.9% | $6,326+1.3% | $6,730-4.8% |
| Admin fee / account holder | $7,371 | $20,916-64.8% | $17,523-57.9% | $14,365-48.7% |