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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 | $269,902 | $124,980+116.0% | $108,359+149.1% | $154,746+74.4% |
| Participation rate | 45.5% | 75.2%-29.7pp | 70.1%-24.7pp | 80.7%-35.2pp |
| Annual return | 20.53% | 45.00%-24.5pp | 36.89%-16.4pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,351 | $2,851-52.6% | $2,399-43.7% | $4,379-69.1% |
| Participant deferral / active EE | $6,724 | $4,743+41.8% | $4,137+62.5% | $6,730-0.1% |
| Admin fee / account holder | $1,778 | $11,502-84.5% | $9,741-81.7% | $14,365-87.6% |