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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 | $264,391 | $161,352+63.9% | $134,172+97.1% | $137,256+92.6% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.5%-22.5pp | 80.0%-30.0pp |
| Annual return | 12.96% | 28.72%-15.8pp | 25.30%-12.3pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,366 | $4,099-42.3% | $3,420-30.8% | $4,156-43.1% |
| Participant deferral / active EE | $5,357 | $5,552-3.5% | $4,690+14.2% | $6,407-16.4% |
| Admin fee / account holder | $2,135 | $15,028-85.8% | $12,016-82.2% | $12,270-82.6% |