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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 | $259,240 | $67,894+281.8% | $89,340+190.2% | $82,448+214.4% |
| Participation rate | 40.0% | 64.0%-24.0pp | 69.6%-29.6pp | 68.1%-28.1pp |
| Annual return | 18.17% | 19.21%-1.0pp | 20.57%-2.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,210 | $1,828-33.8% | $2,231-45.8% | $2,551-52.6% |
| Participant deferral / active EE | $2,380 | $3,072-22.5% | $3,823-37.7% | $4,139-42.5% |
| Admin fee / account holder | $17,369 | $5,723+203.5% | $6,704+159.1% | $7,234+140.1% |