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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 | $81,276+208.4% | $155,574+61.1% | $80,925+209.8% |
| Participation rate | 48.0% | 66.2%-18.2pp | 78.2%-30.2pp | 67.7%-19.7pp |
| Annual return | 15.40% | 33.36%-18.0pp | 64.87%-49.5pp | 35.65%-20.2pp |
| Employer contribution / active EE | $2,578 | $3,103-16.9% | $4,676-44.9% | $2,756-6.5% |
| Participant deferral / active EE | $5,390 | $3,453+56.1% | $5,629-4.2% | $4,299+25.4% |
| Admin fee / account holder | $1,718 | $7,993-78.5% | $15,914-89.2% | $6,940-75.2% |