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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 | $317,401 | $183,516+73.0% | $155,534+104.1% | $145,884+117.6% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 17.16% | 61.43%-44.3pp | 64.92%-47.8pp | 551.85%-534.7pp |
| Employer contribution / active EE | $1,525 | $5,315-71.3% | $4,675-67.4% | $4,662-67.3% |
| Participant deferral / active EE | $7,089 | $6,467+9.6% | $5,630+25.9% | $6,690+6.0% |
| Admin fee / account holder | $6,980 | $19,293-63.8% | $15,900-56.1% | $13,392-47.9% |