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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 | $293,046 | $172,111+70.3% | $150,298+95.0% | $137,256+113.5% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 18.51% | 69.37%-50.9pp | 62.79%-44.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,145 | $4,636-75.3% | $4,154-72.4% | $4,156-72.4% |
| Participant deferral / active EE | $2,010 | $6,166-67.4% | $5,453-63.1% | $6,407-68.6% |
| Admin fee / account holder | $344 | $16,471-97.9% | $14,116-97.6% | $12,270-97.2% |