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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 | $253,465 | $97,125+161.0% | $86,233+193.9% | $137,256+84.7% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.0%-9.0pp | 80.0%-20.0pp |
| Annual return | 19.21% | 74.19%-55.0pp | 61.39%-42.2pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,287 | $2,841-19.5% | $2,504-8.7% | $4,156-45.0% |
| Participant deferral / active EE | $6,624 | $5,180+27.9% | $4,559+45.3% | $6,407+3.4% |
| Admin fee / account holder | $1,216 | $9,725-87.5% | $8,342-85.4% | $12,270-90.1% |