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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 | $251,460 | $201,370+24.9% | $184,256+36.5% | $145,897+72.4% |
| Participation rate | 61.5% | 87.5%-26.0pp | 86.8%-25.3pp | 80.3%-18.8pp |
| Annual return | 13.83% | 29.05%-15.2pp | 28.85%-15.0pp | 552.29%-538.5pp |
| Employer contribution / active EE | $2,175 | $7,024-69.0% | $6,427-66.2% | $4,663-53.4% |
| Participant deferral / active EE | $5,399 | $9,808-45.0% | $9,133-40.9% | $6,689-19.3% |
| Admin fee / account holder | $4,153 | $16,364-74.6% | $13,899-70.1% | $13,390-69.0% |