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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 | $268,411 | $182,442+47.1% | $163,379+64.3% | $138,895+93.2% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 15.01% | 72.74%-57.7pp | 63.41%-48.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $2,278 | $4,159-45.2% | $3,752-39.3% | $4,194-45.7% |
| Participant deferral / active EE | $6,952 | $6,817+2.0% | $6,282+10.7% | $6,396+8.7% |
| Admin fee / account holder | $2,741 | $10,396-73.6% | $9,818-72.1% | $12,562-78.2% |