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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 | $263,968 | $76,834+243.6% | $108,359+143.6% | $87,485+201.7% |
| Participation rate | 23.1% | 61.7%-38.7pp | 70.1%-47.0pp | 68.9%-45.9pp |
| Annual return | 15.82% | 19.09%-3.3pp | 36.89%-21.1pp | 26.06%-10.2pp |
| Employer contribution / active EE | $1,070 | $1,556-31.2% | $2,399-55.4% | $2,596-58.8% |
| Participant deferral / active EE | $2,565 | $3,100-17.3% | $4,137-38.0% | $4,274-40.0% |
| Admin fee / account holder | $3,555 | $6,537-45.6% | $9,741-63.5% | $7,775-54.3% |