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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 | $289,304 | $275,752+4.9% | $256,809+12.7% | $198,609+45.7% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 14.42% | 34.81%-20.4pp | 32.73%-18.3pp | 202.70%-188.3pp |
| Employer contribution / active EE | $2,352 | $7,721-69.5% | $7,263-67.6% | $5,055-53.5% |
| Participant deferral / active EE | $9,326 | $10,037-7.1% | $9,520-2.0% | $6,977+33.7% |
| Admin fee / account holder | $1,060 | $25,716-95.9% | $25,146-95.8% | $19,030-94.4% |