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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 | $273,080 | $172,111+58.7% | $150,298+81.7% | $137,256+99.0% |
| Participation rate | 53.8% | 81.7%-27.9pp | 77.8%-23.9pp | 80.0%-26.1pp |
| Annual return | 12.72% | 69.37%-56.7pp | 62.79%-50.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,945 | $4,636-58.0% | $4,154-53.2% | $4,156-53.2% |
| Participant deferral / active EE | $4,693 | $6,166-23.9% | $5,453-13.9% | $6,407-26.7% |
| Admin fee / account holder | $12,373 | $16,471-24.9% | $14,116-12.3% | $12,270+0.8% |