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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 | $258,213 | $100,194+157.7% | $122,979+110.0% | $86,983+196.9% |
| Participation rate | 63.9% | 73.0%-9.1pp | 77.2%-13.3pp | 69.5%-5.7pp |
| Annual return | 13.33% | 16.47%-3.1pp | 20.12%-6.8pp | 25.83%-12.5pp |
| Employer contribution / active EE | $2,786 | $2,326+19.8% | $3,062-9.0% | $2,584+7.8% |
| Participant deferral / active EE | $5,264 | $4,133+27.3% | $5,003+5.2% | $4,194+25.5% |
| Admin fee / account holder | $1,908 | $10,148-81.2% | $12,864-85.2% | $7,856-75.7% |