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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 | $252,158 | $239,571+5.3% | $183,328+37.5% | $137,256+83.7% |
| Participation rate | 69.6% | 82.4%-12.8pp | 77.3%-7.8pp | 80.0%-10.4pp |
| Annual return | 15.78% | 35.69%-19.9pp | 29.67%-13.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,879 | $6,148-69.4% | $5,055-62.8% | $4,156-54.8% |
| Participant deferral / active EE | $2,857 | $7,995-64.3% | $6,795-58.0% | $6,407-55.4% |
| Admin fee / account holder | $3,001 | $30,059-90.0% | $21,427-86.0% | $12,270-75.5% |