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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 | $445,983 | $154,228+189.2% | $145,433+206.7% | $137,256+224.9% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 14.85% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,689 | $4,804-44.0% | $4,554-41.0% | $4,156-35.3% |
| Participant deferral / active EE | $9,239 | $8,216+12.4% | $7,897+17.0% | $6,407+44.2% |
| Admin fee / account holder | $3,901 | $14,344-72.8% | $13,129-70.3% | $12,270-68.2% |