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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 | $267,662 | $76,407+250.3% | $150,298+78.1% | $82,448+224.6% |
| Participation rate | 57.1% | 66.4%-9.3pp | 77.8%-20.6pp | 68.1%-10.9pp |
| Annual return | 18.69% | 39.99%-21.3pp | 62.79%-44.1pp | 41.64%-23.0pp |
| Employer contribution / active EE | $907 | $2,614-65.3% | $4,154-78.2% | $2,551-64.4% |
| Participant deferral / active EE | $4,219 | $3,214+31.3% | $5,453-22.6% | $4,139+1.9% |
| Admin fee / account holder | $4,362 | $6,352-31.3% | $14,116-69.1% | $7,234-39.7% |