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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 | $250,333 | $146,267+71.1% | $197,124+27.0% | $82,448+203.6% |
| Participation rate | 50.7% | 84.0%-33.3pp | 86.7%-36.0pp | 68.1%-17.4pp |
| Annual return | 16.27% | 29.61%-13.3pp | 44.34%-28.1pp | 41.64%-25.4pp |
| Employer contribution / active EE | $3,456 | $4,723-26.8% | $6,227-44.5% | $2,551+35.5% |
| Participant deferral / active EE | $6,247 | $7,035-11.2% | $9,135-31.6% | $4,139+50.9% |
| Admin fee / account holder | $20,309 | $14,422+40.8% | $16,298+24.6% | $7,234+180.7% |