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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 | $251,511 | $199,109+26.3% | $173,730+44.8% | $154,746+62.5% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 15.77% | 20.02%-4.3pp | 19.96%-4.2pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,878 | $5,311-64.6% | $4,577-59.0% | $4,379-57.1% |
| Participant deferral / active EE | $4,238 | $7,113-40.4% | $6,326-33.0% | $6,730-37.0% |
| Admin fee / account holder | $1,485 | $20,916-92.9% | $17,523-91.5% | $14,365-89.7% |