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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 | $291,384 | $112,729+158.5% | $98,716+195.2% | $137,256+112.3% |
| Participation rate | 36.4% | 74.2%-37.9pp | 69.3%-32.9pp | 80.0%-43.6pp |
| Annual return | 14.43% | 38.48%-24.0pp | 31.81%-17.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,355 | $2,725-50.3% | $2,279-40.5% | $4,156-67.4% |
| Participant deferral / active EE | $3,785 | $4,640-18.4% | $4,048-6.5% | $6,407-40.9% |
| Admin fee / account holder | $9,745 | $10,129-3.8% | $8,703+12.0% | $12,270-20.6% |