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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 | $269,555 | $138,393+94.8% | $184,256+46.3% | $80,959+233.0% |
| Participation rate | 55.6% | 83.9%-28.3pp | 86.8%-31.3pp | 67.7%-12.1pp |
| Annual return | 17.70% | 20.01%-2.3pp | 28.85%-11.1pp | 35.67%-18.0pp |
| Employer contribution / active EE | $2,683 | $4,847-44.7% | $6,427-58.3% | $2,757-2.7% |
| Participant deferral / active EE | $3,819 | $7,076-46.0% | $9,133-58.2% | $4,300-11.2% |
| Admin fee / account holder | $20,768 | $10,489+98.0% | $13,899+49.4% | $6,925+199.9% |