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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 | $254,759+8.9% | $216,567+28.1% | $198,609+39.7% |
| Participation rate | 46.7% | 84.5%-37.9pp | 81.6%-35.0pp | 82.4%-35.7pp |
| Annual return | 13.03% | 10.04%+3.0pp | 12.94%+0.1pp | 202.70%-189.7pp |
| Employer contribution / active EE | $2,377 | $6,096-61.0% | $5,216-54.4% | $5,055-53.0% |
| Participant deferral / active EE | $6,410 | $6,948-7.7% | $6,191+3.5% | $6,977-8.1% |
| Admin fee / account holder | $7,371 | $26,311-72.0% | $21,981-66.5% | $19,030-61.3% |