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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 | $295,270 | $162,136+82.1% | $152,301+93.9% | $154,746+90.8% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 14.53% | 91.02%-76.5pp | 80.50%-66.0pp | 172.34%-157.8pp |
| Employer contribution / active EE | $4,033 | $4,890-17.5% | $4,624-12.8% | $4,379-7.9% |
| Participant deferral / active EE | $10,333 | $8,341+23.9% | $8,004+29.1% | $6,730+53.5% |
| Admin fee / account holder | $1,163 | $15,759-92.6% | $14,398-91.9% | $14,365-91.9% |