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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 | $284,142 | $57,590+393.4% | $86,233+229.5% | $82,448+244.6% |
| Participation rate | 24.1% | 57.9%-33.7pp | 69.0%-44.9pp | 68.1%-43.9pp |
| Annual return | 19.74% | 22.41%-2.7pp | 61.39%-41.6pp | 41.64%-21.9pp |
| Employer contribution / active EE | $1,471 | $1,655-11.1% | $2,504-41.3% | $2,551-42.3% |
| Participant deferral / active EE | $3,539 | $3,080+14.9% | $4,559-22.4% | $4,139-14.5% |
| Admin fee / account holder | $16,347 | $4,730+245.6% | $8,342+96.0% | $7,234+126.0% |