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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 | $143,969+73.9% | $199,883+25.2% | $82,637+202.9% |
| Participation rate | 50.7% | 84.1%-33.5pp | 86.8%-36.1pp | 68.1%-17.4pp |
| Annual return | 16.27% | 25.67%-9.4pp | 43.81%-27.5pp | 53.51%-37.2pp |
| Employer contribution / active EE | $3,456 | $4,632-25.4% | $6,261-44.8% | $2,552+35.4% |
| Participant deferral / active EE | $6,247 | $6,937-9.9% | $9,138-31.6% | $4,126+51.4% |
| Admin fee / account holder | $20,309 | $14,597+39.1% | $17,268+17.6% | $7,339+176.7% |