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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 | $265,526 | $135,956+95.3% | $123,894+114.3% | $273,972-3.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 18.99% | 56.63%-37.6pp | 47.52%-28.5pp | 41.46%-22.5pp |
| Employer contribution / active EE | $1,951 | $5,170-62.3% | $4,617-57.7% | $4,869-59.9% |
| Participant deferral / active EE | $9,281 | $6,343+46.3% | $5,984+55.1% | $5,287+75.5% |
| Admin fee / account holder | $7,332 | $9,817-25.3% | $8,357-12.3% | $10,133-27.6% |