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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 | $297,582 | $181,896+63.6% | $156,551+90.1% | $273,972+8.6% |
| Participation rate | 53.8% | 88.4%-34.5pp | 84.0%-30.2pp | 83.0%-29.2pp |
| Annual return | 7.85% | 30.74%-22.9pp | 32.23%-24.4pp | 41.46%-33.6pp |
| Employer contribution / active EE | $2,735 | $6,248-56.2% | $5,501-50.3% | $4,869-43.8% |
| Participant deferral / active EE | $5,757 | $5,550+3.7% | $4,871+18.2% | $5,287+8.9% |
| Admin fee / account holder | $3,499 | $15,560-77.5% | $13,028-73.1% | $10,133-65.5% |