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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 | $301,815 | $136,860+120.5% | $120,344+150.8% | $154,746+95.0% |
| Participation rate | 64.7% | 79.9%-15.2pp | 76.7%-12.0pp | 80.7%-16.0pp |
| Annual return | 18.42% | 21.38%-3.0pp | 20.30%-1.9pp | 172.34%-153.9pp |
| Employer contribution / active EE | $4,373 | $3,533+23.8% | $3,020+44.8% | $4,379-0.1% |
| Participant deferral / active EE | $6,641 | $5,793+14.6% | $5,135+29.3% | $6,730-1.3% |
| Admin fee / account holder | $2,948 | $15,393-80.8% | $12,742-76.9% | $14,365-79.5% |