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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 | $255,529 | $155,555+64.3% | $146,866+74.0% | $155,188+64.7% |
| Participation rate | 58.3% | 84.0%-25.6pp | 82.5%-24.2pp | 80.8%-22.5pp |
| Annual return | 16.15% | 115.41%-99.3pp | 102.85%-86.7pp | 148.84%-132.7pp |
| Employer contribution / active EE | $2,324 | $4,647-50.0% | $4,425-47.5% | $4,248-45.3% |
| Participant deferral / active EE | $6,240 | $8,044-22.4% | $7,759-19.6% | $6,531-4.5% |
| Admin fee / account holder | $1,782 | $14,755-87.9% | $13,620-86.9% | $14,480-87.7% |