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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 | $255,471 | $154,228+65.6% | $145,433+75.7% | $137,256+86.1% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 16.58% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $3,715 | $4,804-22.7% | $4,554-18.4% | $4,156-10.6% |
| Participant deferral / active EE | $9,632 | $8,216+17.2% | $7,897+22.0% | $6,407+50.3% |
| Admin fee / account holder | $1,684 | $14,344-88.3% | $13,129-87.2% | $12,270-86.3% |