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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 | $255,918 | $114,712+123.1% | $173,730+47.3% | $87,485+192.5% |
| Participation rate | 34.4% | 73.0%-38.6pp | 79.6%-45.1pp | 68.9%-34.5pp |
| Annual return | 14.04% | 20.18%-6.1pp | 19.96%-5.9pp | 26.06%-12.0pp |
| Employer contribution / active EE | $2,105 | $2,904-27.5% | $4,577-54.0% | $2,596-18.9% |
| Participant deferral / active EE | $3,359 | $4,642-27.6% | $6,326-46.9% | $4,274-21.4% |
| Admin fee / account holder | $392 | $10,210-96.2% | $17,523-97.8% | $7,775-95.0% |