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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 | $282,691 | $172,111+64.2% | $150,298+88.1% | $137,256+106.0% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 17.41% | 69.37%-52.0pp | 62.79%-45.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,958 | $4,636-57.8% | $4,154-52.9% | $4,156-52.9% |
| Participant deferral / active EE | $5,858 | $6,166-5.0% | $5,453+7.4% | $6,407-8.6% |
| Admin fee / account holder | $1,805 | $16,471-89.0% | $14,116-87.2% | $12,270-85.3% |