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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 | $257,890 | $115,225+123.8% | $100,712+156.1% | $138,895+85.7% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 15.29% | 40.35%-25.1pp | 33.27%-18.0pp | 145.39%-130.1pp |
| Employer contribution / active EE | $2,919 | $2,771+5.3% | $2,313+26.2% | $4,194-30.4% |
| Participant deferral / active EE | $6,528 | $4,699+38.9% | $4,085+59.8% | $6,396+2.1% |
| Admin fee / account holder | $1,694 | $10,844-84.4% | $9,256-81.7% | $12,562-86.5% |