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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 | $86,919+376.6% | $102,457+304.3% | $80,911+412.0% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.6%-7.6pp |
| Annual return | 14.09% | 18.90%-4.8pp | 29.41%-15.3pp | 35.63%-21.5pp |
| Employer contribution / active EE | $2,371 | $2,368+0.1% | $3,022-21.5% | $2,756-14.0% |
| Participant deferral / active EE | $6,952 | $4,119+68.8% | $5,054+37.6% | $4,297+61.8% |
| Admin fee / account holder | $760 | $8,049-90.6% | $9,451-92.0% | $6,935-89.0% |