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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 | $268,845 | $181,062+48.5% | $158,223+69.9% | $155,188+73.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 16.76% | 57.39%-40.6pp | 52.09%-35.3pp | 148.84%-132.1pp |
| Employer contribution / active EE | $2,621 | $4,565-42.6% | $4,109-36.2% | $4,248-38.3% |
| Participant deferral / active EE | $10,625 | $6,134+73.2% | $5,467+94.4% | $6,531+62.7% |
| Admin fee / account holder | $716 | $18,825-96.2% | $16,047-95.5% | $14,480-95.1% |