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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 | $274,232 | $72,272+279.4% | $101,264+170.8% | $79,858+243.4% |
| Participation rate | 38.2% | 68.5%-30.2pp | 75.8%-37.6pp | 69.6%-31.4pp |
| Annual return | 20.57% | 22.30%-1.7pp | 46.48%-25.9pp | 31.72%-11.1pp |
| Employer contribution / active EE | $1,027 | $2,692-61.8% | $3,660-71.9% | $2,471-58.4% |
| Participant deferral / active EE | $2,007 | $3,282-38.8% | $4,370-54.1% | $3,740-46.3% |
| Admin fee / account holder | $3,863 | $4,401-12.2% | $5,947-35.0% | $5,306-27.2% |