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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 | $298,421 | $184,014+62.2% | $161,149+85.2% | $138,895+114.9% |
| Participation rate | 58.8% | 82.1%-23.3pp | 78.8%-20.0pp | 79.9%-21.1pp |
| Annual return | 14.67% | 21.52%-6.8pp | 21.16%-6.5pp | 145.39%-130.7pp |
| Employer contribution / active EE | $2,655 | $5,055-47.5% | $4,360-39.1% | $4,194-36.7% |
| Participant deferral / active EE | $6,148 | $6,909-11.0% | $6,153-0.1% | $6,396-3.9% |
| Admin fee / account holder | $896 | $18,027-95.0% | $15,194-94.1% | $12,562-92.9% |