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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 | $318,756 | $174,379+82.8% | $152,093+109.6% | $138,895+129.5% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 17.19% | 74.86%-57.7pp | 66.36%-49.2pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,138 | $4,652-75.5% | $4,175-72.7% | $4,194-72.9% |
| Participant deferral / active EE | $5,026 | $6,159-18.4% | $5,451-7.8% | $6,396-21.4% |
| Admin fee / account holder | $1,298 | $16,880-92.3% | $14,497-91.0% | $12,562-89.7% |