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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 | $270,071 | $72,272+273.7% | $101,264+166.7% | $79,858+238.2% |
| Participation rate | 53.6% | 68.5%-14.9pp | 75.8%-22.2pp | 69.6%-16.1pp |
| Annual return | 14.48% | 22.30%-7.8pp | 46.48%-32.0pp | 31.72%-17.2pp |
| Employer contribution / active EE | $2,247 | $2,692-16.5% | $3,660-38.6% | $2,471-9.1% |
| Participant deferral / active EE | $6,636 | $3,282+102.2% | $4,370+51.8% | $3,740+77.4% |
| Admin fee / account holder | $815 | $4,401-81.5% | $5,947-86.3% | $5,306-84.6% |