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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 | $261,201 | $115,225+126.7% | $100,712+159.4% | $138,895+88.1% |
| Participation rate | 44.4% | 74.3%-29.9pp | 69.3%-24.8pp | 79.9%-35.5pp |
| Annual return | 13.54% | 40.35%-26.8pp | 33.27%-19.7pp | 145.39%-131.9pp |
| Employer contribution / active EE | $1,321 | $2,771-52.3% | $2,313-42.9% | $4,194-68.5% |
| Participant deferral / active EE | $2,709 | $4,699-42.4% | $4,085-33.7% | $6,396-57.6% |
| Admin fee / account holder | $3,943 | $10,844-63.6% | $9,256-57.4% | $12,562-68.6% |