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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 | $282,308 | $115,931+143.5% | $185,441+52.2% | $86,983+224.6% |
| Participation rate | 53.8% | 73.6%-19.8pp | 80.3%-26.4pp | 69.5%-15.7pp |
| Annual return | 14.53% | 21.47%-6.9pp | 20.16%-5.6pp | 25.83%-11.3pp |
| Employer contribution / active EE | $1,343 | $2,937-54.3% | $4,672-71.3% | $2,584-48.0% |
| Participant deferral / active EE | $5,724 | $4,551+25.8% | $6,152-7.0% | $4,194+36.5% |
| Admin fee / account holder | $5,681 | $10,687-46.8% | $17,890-68.2% | $7,856-27.7% |