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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 | $273,025 | $138,312+97.4% | $122,979+122.0% | $155,188+75.9% |
| Participation rate | 58.8% | 80.2%-21.4pp | 77.2%-18.4pp | 80.8%-22.0pp |
| Annual return | 17.03% | 22.06%-5.0pp | 20.12%-3.1pp | 148.84%-131.8pp |
| Employer contribution / active EE | $1,594 | $3,530-54.8% | $3,062-47.9% | $4,248-62.5% |
| Participant deferral / active EE | $5,474 | $5,592-2.1% | $5,003+9.4% | $6,531-16.2% |
| Admin fee / account holder | $7,774 | $15,089-48.5% | $12,864-39.6% | $14,480-46.3% |