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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 | $185,312+52.5% | $161,489+75.1% | $154,746+82.7% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.7%-35.8pp | 80.7%-37.8pp |
| Annual return | 17.41% | 103.84%-86.4pp | 89.72%-72.3pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,958 | $4,769-58.9% | $4,268-54.1% | $4,379-55.3% |
| Participant deferral / active EE | $5,858 | $6,350-7.7% | $5,630+4.0% | $6,730-13.0% |
| Admin fee / account holder | $1,805 | $18,654-90.3% | $16,006-88.7% | $14,365-87.4% |