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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 | $272,699 | $110,212+147.4% | $96,534+182.5% | $139,466+95.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 14.48% | 26.42%-11.9pp | 25.88%-11.4pp | 373.66%-359.2pp |
| Employer contribution / active EE | $2,467 | $3,620-31.8% | $2,965-16.8% | $4,754-48.1% |
| Participant deferral / active EE | $7,579 | $5,547+36.6% | $4,851+56.2% | $6,712+12.9% |
| Admin fee / account holder | $1,483 | $11,599-87.2% | $8,253-82.0% | $11,409-87.0% |