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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 | $282,652 | $57,590+390.8% | $86,233+227.8% | $82,448+242.8% |
| Participation rate | 37.1% | 57.9%-20.7pp | 69.0%-31.9pp | 68.1%-30.9pp |
| Annual return | 24.52% | 22.41%+2.1pp | 61.39%-36.9pp | 41.64%-17.1pp |
| Employer contribution / active EE | $1,615 | $1,655-2.4% | $2,504-35.5% | $2,551-36.7% |
| Participant deferral / active EE | $4,082 | $3,080+32.5% | $4,559-10.5% | $4,139-1.4% |
| Admin fee / account holder | $11,157 | $4,730+135.9% | $8,342+33.7% | $7,234+54.2% |