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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 | $250,441 | $101,618+146.5% | $93,063+169.1% | $137,256+82.5% |
| Participation rate | 37.5% | 74.9%-37.4pp | 72.1%-34.6pp | 80.0%-42.5pp |
| Annual return | 14.80% | 223.95%-209.1pp | 34.15%-19.4pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,783 | $2,707+2.8% | $2,476+12.4% | $4,156-33.0% |
| Participant deferral / active EE | $7,766 | $4,279+81.5% | $3,958+96.2% | $6,407+21.2% |
| Admin fee / account holder | $8,359 | $6,198+34.9% | $6,033+38.5% | $12,270-31.9% |