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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 | $114,712+146.1% | $173,730+62.5% | $87,485+222.7% |
| Participation rate | 53.8% | 73.0%-19.1pp | 79.6%-25.7pp | 68.9%-15.1pp |
| Annual return | 14.53% | 20.18%-5.7pp | 19.96%-5.4pp | 26.06%-11.5pp |
| Employer contribution / active EE | $1,343 | $2,904-53.8% | $4,577-70.7% | $2,596-48.3% |
| Participant deferral / active EE | $5,724 | $4,642+23.3% | $6,326-9.5% | $4,274+33.9% |
| Admin fee / account holder | $5,681 | $10,210-44.4% | $17,523-67.6% | $7,775-26.9% |