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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 | $265,330 | $87,166+204.4% | $76,735+245.8% | $137,256+93.3% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 14.45% | 26.50%-12.0pp | 29.77%-15.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,791 | $2,904-3.9% | $2,454+13.7% | $4,156-32.9% |
| Participant deferral / active EE | $13,538 | $4,726+186.5% | $4,088+231.2% | $6,407+111.3% |
| Admin fee / account holder | $65,868 | $8,403+683.8% | $7,189+816.2% | $12,270+436.8% |