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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 | $282,367 | $138,312+104.2% | $122,979+129.6% | $155,188+82.0% |
| Participation rate | 66.7% | 80.2%-13.5pp | 77.2%-10.5pp | 80.8%-14.1pp |
| Annual return | 12.62% | 22.06%-9.4pp | 20.12%-7.5pp | 148.84%-136.2pp |
| Employer contribution / active EE | $1,066 | $3,530-69.8% | $3,062-65.2% | $4,248-74.9% |
| Participant deferral / active EE | $6,075 | $5,592+8.6% | $5,003+21.4% | $6,531-7.0% |
| Admin fee / account holder | $21,306 | $15,089+41.2% | $12,864+65.6% | $14,480+47.1% |