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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 | $300,494 | $124,980+140.4% | $108,359+177.3% | $154,746+94.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 9.02% | 45.00%-36.0pp | 36.89%-27.9pp | 172.34%-163.3pp |
| Employer contribution / active EE | $2,477 | $2,851-13.1% | $2,399+3.2% | $4,379-43.4% |
| Participant deferral / active EE | $8,106 | $4,743+70.9% | $4,137+95.9% | $6,730+20.4% |
| Admin fee / account holder | $1,426 | $11,502-87.6% | $9,741-85.4% | $14,365-90.1% |