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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 | $414,257 | $86,938+376.5% | $102,423+304.5% | $80,925+411.9% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.7%-7.7pp |
| Annual return | 14.09% | 18.89%-4.8pp | 29.42%-15.3pp | 35.65%-21.6pp |
| Employer contribution / active EE | $2,371 | $2,369+0.1% | $3,023-21.6% | $2,756-14.0% |
| Participant deferral / active EE | $6,952 | $4,120+68.7% | $5,054+37.6% | $4,299+61.7% |
| Admin fee / account holder | $760 | $8,053-90.6% | $9,455-92.0% | $6,940-89.0% |