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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 | $77,814+263.8% | $158,223+78.9% | $86,983+225.4% |
| Participation rate | 56.0% | 68.4%-12.4pp | 79.2%-23.2pp | 69.5%-13.5pp |
| Annual return | 15.34% | 30.54%-15.2pp | 52.09%-36.8pp | 25.83%-10.5pp |
| Employer contribution / active EE | $2,412 | $2,592-6.9% | $4,109-41.3% | $2,584-6.7% |
| Participant deferral / active EE | $5,308 | $3,270+62.3% | $5,467-2.9% | $4,194+26.6% |
| Admin fee / account holder | $11,491 | $5,879+95.5% | $16,047-28.4% | $7,856+46.3% |