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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 | $314,475 | $181,062+73.7% | $158,223+98.8% | $155,188+102.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 12.88% | 57.39%-44.5pp | 52.09%-39.2pp | 148.84%-136.0pp |
| Employer contribution / active EE | $2,600 | $4,565-43.0% | $4,109-36.7% | $4,248-38.8% |
| Participant deferral / active EE | $10,400 | $6,134+69.5% | $5,467+90.2% | $6,531+59.2% |
| Admin fee / account holder | $540 | $18,825-97.1% | $16,047-96.6% | $14,480-96.3% |