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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 | $266,030 | $112,729+136.0% | $98,716+169.5% | $137,256+93.8% |
| Participation rate | 27.3% | 74.2%-47.0pp | 69.3%-42.0pp | 80.0%-52.7pp |
| Annual return | 14.47% | 38.48%-24.0pp | 31.81%-17.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,033 | $2,725-25.4% | $2,279-10.8% | $4,156-51.1% |
| Participant deferral / active EE | $4,377 | $4,640-5.7% | $4,048+8.1% | $6,407-31.7% |
| Admin fee / account holder | $17,626 | $10,129+74.0% | $8,703+102.5% | $12,270+43.6% |