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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 | $307,364 | $181,896+69.0% | $156,551+96.3% | $273,972+12.2% |
| Participation rate | 42.9% | 88.4%-45.5pp | 84.0%-41.2pp | 83.0%-40.2pp |
| Annual return | 11.48% | 30.74%-19.3pp | 32.23%-20.8pp | 41.46%-30.0pp |
| Employer contribution / active EE | $1,397 | $6,248-77.6% | $5,501-74.6% | $4,869-71.3% |
| Participant deferral / active EE | $3,810 | $5,550-31.3% | $4,871-21.8% | $5,287-27.9% |
| Admin fee / account holder | $2,662 | $15,560-82.9% | $13,028-79.6% | $10,133-73.7% |