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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 | $287,669 | $172,111+67.1% | $150,298+91.4% | $137,256+109.6% |
| Participation rate | 69.2% | 81.7%-12.5pp | 77.8%-8.5pp | 80.0%-10.7pp |
| Annual return | 15.97% | 69.37%-53.4pp | 62.79%-46.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $13,148 | $4,636+183.6% | $4,154+216.5% | $4,156+216.4% |
| Participant deferral / active EE | $7,084 | $6,166+14.9% | $5,453+29.9% | $6,407+10.6% |
| Admin fee / account holder | $17,285 | $16,471+4.9% | $14,116+22.5% | $12,270+40.9% |