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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 | $307,336 | $181,062+69.7% | $158,223+94.2% | $155,188+98.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 20.66% | 57.39%-36.7pp | 52.09%-31.4pp | 148.84%-128.2pp |
| Employer contribution / active EE | $3,588 | $4,565-21.4% | $4,109-12.7% | $4,248-15.5% |
| Participant deferral / active EE | $15,500 | $6,134+152.7% | $5,467+183.5% | $6,531+137.3% |
| Admin fee / account holder | $1,850 | $18,825-90.2% | $16,047-88.5% | $14,480-87.2% |