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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 | $162,136+57.6% | $152,301+67.7% | $154,746+65.1% |
| Participation rate | 69.2% | 84.1%-14.9pp | 82.4%-13.2pp | 80.7%-11.5pp |
| Annual return | 16.58% | 91.02%-74.4pp | 80.50%-63.9pp | 172.34%-155.8pp |
| Employer contribution / active EE | $3,715 | $4,890-24.0% | $4,624-19.7% | $4,379-15.2% |
| Participant deferral / active EE | $9,632 | $8,341+15.5% | $8,004+20.3% | $6,730+43.1% |
| Admin fee / account holder | $1,684 | $15,759-89.3% | $14,398-88.3% | $14,365-88.3% |