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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 | $306,772 | $73,787+315.8% | $98,716+210.8% | $82,448+272.1% |
| Participation rate | 60.7% | 61.4%-0.7pp | 69.3%-8.6pp | 68.1%-7.4pp |
| Annual return | 17.02% | 18.57%-1.5pp | 31.81%-14.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,713 | $1,511+13.4% | $2,279-24.8% | $2,551-32.8% |
| Participant deferral / active EE | $6,017 | $3,081+95.3% | $4,048+48.7% | $4,139+45.4% |
| Admin fee / account holder | $2,632 | $6,500-59.5% | $8,703-69.8% | $7,234-63.6% |