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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 | $283,051 | $78,690+259.7% | $161,489+75.3% | $87,485+223.5% |
| Participation rate | 56.0% | 67.5%-11.5pp | 78.7%-22.7pp | 68.9%-12.9pp |
| Annual return | 15.34% | 32.74%-17.4pp | 89.72%-74.4pp | 26.06%-10.7pp |
| Employer contribution / active EE | $2,412 | $2,588-6.8% | $4,268-43.5% | $2,596-7.1% |
| Participant deferral / active EE | $5,308 | $3,311+60.3% | $5,630-5.7% | $4,274+24.2% |
| Admin fee / account holder | $11,491 | $6,724+70.9% | $16,006-28.2% | $7,775+47.8% |