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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 | $258,648 | $76,407+238.5% | $150,298+72.1% | $82,448+213.7% |
| Participation rate | 55.6% | 66.4%-10.8pp | 77.8%-22.2pp | 68.1%-12.5pp |
| Annual return | 15.63% | 39.99%-24.4pp | 62.79%-47.2pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,907 | $2,614-27.1% | $4,154-54.1% | $2,551-25.3% |
| Participant deferral / active EE | $3,984 | $3,214+24.0% | $5,453-26.9% | $4,139-3.7% |
| Admin fee / account holder | $1,206 | $6,352-81.0% | $14,116-91.5% | $7,234-83.3% |