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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 | $274,550 | $95,453+187.6% | $112,040+145.0% | $82,448+233.0% |
| Participation rate | 36.1% | 72.8%-36.7pp | 76.5%-40.4pp | 68.1%-32.0pp |
| Annual return | 19.19% | 23.92%-4.7pp | 24.52%-5.3pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,469 | $2,318-36.6% | $2,954-50.3% | $2,551-42.4% |
| Participant deferral / active EE | $2,195 | $4,224-48.0% | $5,098-56.9% | $4,139-47.0% |
| Admin fee / account holder | $874 | $9,013-90.3% | $12,098-92.8% | $7,234-87.9% |