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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 | $298,668 | $146,267+104.2% | $197,124+51.5% | $82,448+262.3% |
| Participation rate | 53.3% | 84.0%-30.7pp | 86.7%-33.4pp | 68.1%-14.7pp |
| Annual return | 17.54% | 29.61%-12.1pp | 44.34%-26.8pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,454 | $4,723-48.0% | $6,227-60.6% | $2,551-3.8% |
| Participant deferral / active EE | $3,638 | $7,035-48.3% | $9,135-60.2% | $4,139-12.1% |
| Admin fee / account holder | $12,091 | $14,422-16.2% | $16,298-25.8% | $7,234+67.1% |