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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 | $272,825 | $154,228+76.9% | $145,433+87.6% | $137,256+98.8% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 17.37% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $5,047 | $4,804+5.1% | $4,554+10.8% | $4,156+21.4% |
| Participant deferral / active EE | $5,898 | $8,216-28.2% | $7,897-25.3% | $6,407-7.9% |
| Admin fee / account holder | $7,801 | $14,344-45.6% | $13,129-40.6% | $12,270-36.4% |