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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 | $143,969+113.9% | $199,883+54.0% | $82,637+272.6% |
| Participation rate | 48.3% | 84.1%-35.9pp | 86.8%-38.5pp | 68.1%-19.8pp |
| Annual return | 15.55% | 25.67%-10.1pp | 43.81%-28.3pp | 53.51%-38.0pp |
| Employer contribution / active EE | $3,669 | $4,632-20.8% | $6,261-41.4% | $2,552+43.8% |
| Participant deferral / active EE | $6,154 | $6,937-11.3% | $9,138-32.7% | $4,126+49.1% |
| Admin fee / account holder | $6,377 | $14,597-56.3% | $17,268-63.1% | $7,339-13.1% |