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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 | $126,661+122.9% | $113,397+149.0% | $138,895+103.3% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 12.62% | 25.05%-12.4pp | 23.20%-10.6pp | 145.39%-132.8pp |
| Employer contribution / active EE | $1,066 | $3,456-69.2% | $2,977-64.2% | $4,194-74.6% |
| Participant deferral / active EE | $6,075 | $5,693+6.7% | $5,076+19.7% | $6,396-5.0% |
| Admin fee / account holder | $21,306 | $14,549+46.4% | $11,957+78.2% | $12,562+69.6% |