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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 | $261,240 | $107,666+142.6% | $102,184+155.7% | $154,746+68.8% |
| Participation rate | 69.2% | 83.7%-14.5pp | 82.6%-13.4pp | 80.7%-11.5pp |
| Annual return | 12.54% | 29.33%-16.8pp | 31.58%-19.0pp | 172.34%-159.8pp |
| Employer contribution / active EE | $1,182 | $3,846-69.3% | $3,594-67.1% | $4,379-73.0% |
| Participant deferral / active EE | $9,551 | $8,719+9.5% | $8,309+14.9% | $6,730+41.9% |
| Admin fee / account holder | $2,841 | $12,943-78.1% | $11,609-75.5% | $14,365-80.2% |