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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 | $284,409 | $107,666+164.2% | $102,184+178.3% | $154,746+83.8% |
| Participation rate | 38.5% | 83.7%-45.3pp | 82.6%-44.1pp | 80.7%-42.2pp |
| Annual return | 14.83% | 29.33%-14.5pp | 31.58%-16.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $3,606 | $3,846-6.3% | $3,594+0.3% | $4,379-17.7% |
| Participant deferral / active EE | $5,707 | $8,719-34.5% | $8,309-31.3% | $6,730-15.2% |
| Admin fee / account holder | $3,206 | $12,943-75.2% | $11,609-72.4% | $14,365-77.7% |