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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 | $286,051 | $115,225+148.3% | $100,712+184.0% | $138,895+105.9% |
| Participation rate | 57.1% | 74.3%-17.2pp | 69.3%-12.1pp | 79.9%-22.8pp |
| Annual return | 18.16% | 40.35%-22.2pp | 33.27%-15.1pp | 145.39%-127.2pp |
| Employer contribution / active EE | $1,579 | $2,771-43.0% | $2,313-31.7% | $4,194-62.3% |
| Participant deferral / active EE | $7,899 | $4,699+68.1% | $4,085+93.4% | $6,396+23.5% |
| Admin fee / account holder | $17,777 | $10,844+63.9% | $9,256+92.1% | $12,562+41.5% |