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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 | $265,712 | $172,111+54.4% | $150,298+76.8% | $137,256+93.6% |
| Participation rate | 47.1% | 81.7%-34.7pp | 77.8%-30.7pp | 80.0%-32.9pp |
| Annual return | 16.86% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,568 | $4,636-66.2% | $4,154-62.3% | $4,156-62.3% |
| Participant deferral / active EE | $6,126 | $6,166-0.6% | $5,453+12.3% | $6,407-4.4% |
| Admin fee / account holder | $11,689 | $16,471-29.0% | $14,116-17.2% | $12,270-4.7% |