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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 | $293,751 | $73,787+298.1% | $98,716+197.6% | $82,448+256.3% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 16.03% | 18.57%-2.5pp | 31.81%-15.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,761 | $1,511+16.5% | $2,279-22.7% | $2,551-31.0% |
| Participant deferral / active EE | $4,172 | $3,081+35.4% | $4,048+3.1% | $4,139+0.8% |
| Admin fee / account holder | $10,990 | $6,500+69.1% | $8,703+26.3% | $7,234+51.9% |