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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 | $250,690 | $81,358+208.1% | $155,556+61.2% | $80,959+209.7% |
| Participation rate | 48.0% | 66.3%-18.3pp | 78.2%-30.2pp | 67.7%-19.7pp |
| Annual return | 15.40% | 33.39%-18.0pp | 64.84%-49.4pp | 35.67%-20.3pp |
| Employer contribution / active EE | $2,578 | $3,106-17.0% | $4,675-44.9% | $2,757-6.5% |
| Participant deferral / active EE | $5,390 | $3,455+56.0% | $5,631-4.3% | $4,300+25.3% |
| Admin fee / account holder | $1,718 | $7,994-78.5% | $15,885-89.2% | $6,925-75.2% |