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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 | $76,834+282.3% | $108,359+171.1% | $87,485+235.8% |
| Participation rate | 50.0% | 61.7%-11.7pp | 70.1%-20.1pp | 68.9%-18.9pp |
| Annual return | 16.03% | 19.09%-3.1pp | 36.89%-20.9pp | 26.06%-10.0pp |
| Employer contribution / active EE | $1,761 | $1,556+13.1% | $2,399-26.6% | $2,596-32.2% |
| Participant deferral / active EE | $4,172 | $3,100+34.6% | $4,137+0.9% | $4,274-2.4% |
| Admin fee / account holder | $10,990 | $6,537+68.1% | $9,741+12.8% | $7,775+41.4% |