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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 | $290,025 | $124,980+132.1% | $108,359+167.7% | $154,746+87.4% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 12.88% | 45.00%-32.1pp | 36.89%-24.0pp | 172.34%-159.5pp |
| Employer contribution / active EE | $1,421 | $2,851-50.1% | $2,399-40.8% | $4,379-67.5% |
| Participant deferral / active EE | $7,743 | $4,743+63.3% | $4,137+87.2% | $6,730+15.1% |
| Admin fee / account holder | $1,630 | $11,502-85.8% | $9,741-83.3% | $14,365-88.6% |