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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 | $276,651 | $106,864+158.9% | $147,318+87.8% | $82,637+234.8% |
| Participation rate | 56.0% | 75.5%-19.5pp | 82.1%-26.1pp | 68.1%-12.1pp |
| Annual return | 14.64% | 27.49%-12.9pp | 70.43%-55.8pp | 53.51%-38.9pp |
| Employer contribution / active EE | $1,189 | $3,417-65.2% | $4,593-74.1% | $2,552-53.4% |
| Participant deferral / active EE | $7,884 | $6,496+21.4% | $7,906-0.3% | $4,126+91.1% |
| Admin fee / account holder | $9,395 | $8,415+11.6% | $13,708-31.5% | $7,339+28.0% |