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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 | $282,867 | $136,860+106.7% | $120,344+135.0% | $154,746+82.8% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 13.91% | 21.38%-7.5pp | 20.30%-6.4pp | 172.34%-158.4pp |
| Employer contribution / active EE | $3,753 | $3,533+6.2% | $3,020+24.3% | $4,379-14.3% |
| Participant deferral / active EE | $8,432 | $5,793+45.5% | $5,135+64.2% | $6,730+25.3% |
| Admin fee / account holder | $14,178 | $15,393-7.9% | $12,742+11.3% | $14,365-1.3% |