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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 | $262,430 | $201,372+30.3% | $184,260+42.4% | $145,884+79.9% |
| Participation rate | 40.0% | 87.5%-47.5pp | 86.8%-46.8pp | 80.3%-40.3pp |
| Annual return | 12.10% | 29.04%-16.9pp | 28.84%-16.7pp | 551.85%-539.8pp |
| Employer contribution / active EE | $1,545 | $7,024-78.0% | $6,427-76.0% | $4,662-66.9% |
| Participant deferral / active EE | $6,969 | $9,808-28.9% | $9,133-23.7% | $6,690+4.2% |
| Admin fee / account holder | $1,415 | $16,362-91.4% | $13,898-89.8% | $13,392-89.4% |