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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 | $296,086 | $181,896+62.8% | $156,551+89.1% | $273,972+8.1% |
| Participation rate | 58.8% | 88.4%-29.6pp | 84.0%-25.2pp | 83.0%-24.2pp |
| Annual return | 7.36% | 30.74%-23.4pp | 32.23%-24.9pp | 41.46%-34.1pp |
| Employer contribution / active EE | $2,009 | $6,248-67.8% | $5,501-63.5% | $4,869-58.7% |
| Participant deferral / active EE | $3,103 | $5,550-44.1% | $4,871-36.3% | $5,287-41.3% |
| Admin fee / account holder | $2,137 | $15,560-86.3% | $13,028-83.6% | $10,133-78.9% |