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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 | $263,587 | $106,749+146.9% | $145,433+81.2% | $82,448+219.7% |
| Participation rate | 53.1% | 75.6%-22.5pp | 82.1%-29.0pp | 68.1%-14.9pp |
| Annual return | 15.80% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,178 | $3,444-36.8% | $4,554-52.2% | $2,551-14.6% |
| Participant deferral / active EE | $3,938 | $6,519-39.6% | $7,897-50.1% | $4,139-4.9% |
| Admin fee / account holder | $9,174 | $8,390+9.3% | $13,129-30.1% | $7,234+26.8% |