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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 | $284,140 | $154,228+84.2% | $145,433+95.4% | $137,256+107.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 16.56% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,591 | $4,804-46.1% | $4,554-43.1% | $4,156-37.7% |
| Participant deferral / active EE | $10,222 | $8,216+24.4% | $7,897+29.4% | $6,407+59.6% |
| Admin fee / account holder | $8,482 | $14,344-40.9% | $13,129-35.4% | $12,270-30.9% |