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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 | $289,533 | $181,896+59.2% | $156,551+84.9% | $273,972+5.7% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | 9.26% | 30.74%-21.5pp | 32.23%-23.0pp | 41.46%-32.2pp |
| Employer contribution / active EE | $2,548 | $6,248-59.2% | $5,501-53.7% | $4,869-47.7% |
| Participant deferral / active EE | $5,399 | $5,550-2.7% | $4,871+10.8% | $5,287+2.1% |
| Admin fee / account holder | $3,147 | $15,560-79.8% | $13,028-75.8% | $10,133-68.9% |