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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 | $257,292 | $86,919+196.0% | $102,457+151.1% | $80,911+218.0% |
| Participation rate | 42.3% | 72.4%-30.1pp | 76.5%-34.2pp | 67.6%-25.3pp |
| Annual return | 13.07% | 18.90%-5.8pp | 29.41%-16.3pp | 35.63%-22.6pp |
| Employer contribution / active EE | $1,703 | $2,368-28.1% | $3,022-43.7% | $2,756-38.2% |
| Participant deferral / active EE | $3,624 | $4,119-12.0% | $5,054-28.3% | $4,297-15.7% |
| Admin fee / account holder | $6,308 | $8,049-21.6% | $9,451-33.3% | $6,935-9.0% |