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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 | $291,080 | $76,407+281.0% | $150,298+93.7% | $82,448+253.0% |
| Participation rate | 51.4% | 66.4%-15.0pp | 77.8%-26.3pp | 68.1%-16.6pp |
| Annual return | 16.55% | 39.99%-23.4pp | 62.79%-46.2pp | 41.64%-25.1pp |
| Employer contribution / active EE | $2,405 | $2,614-8.0% | $4,154-42.1% | $2,551-5.7% |
| Participant deferral / active EE | $4,904 | $3,214+52.6% | $5,453-10.1% | $4,139+18.5% |
| Admin fee / account holder | $5,196 | $6,352-18.2% | $14,116-63.2% | $7,234-28.2% |