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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 | $307,879 | $142,972+115.3% | $214,702+43.4% | $86,983+254.0% |
| Participation rate | 48.3% | 84.9%-36.6pp | 87.5%-39.2pp | 69.5%-21.3pp |
| Annual return | 15.55% | 18.49%-2.9pp | 54.55%-39.0pp | 25.83%-10.3pp |
| Employer contribution / active EE | $3,669 | $4,635-20.8% | $6,461-43.2% | $2,584+42.0% |
| Participant deferral / active EE | $6,154 | $6,568-6.3% | $9,147-32.7% | $4,194+46.7% |
| Admin fee / account holder | $6,377 | $17,617-63.8% | $19,830-67.8% | $7,856-18.8% |