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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 | $272,402 | $162,136+68.0% | $152,301+78.9% | $154,746+76.0% |
| Participation rate | 45.5% | 84.1%-38.7pp | 82.4%-37.0pp | 80.7%-35.2pp |
| Annual return | 16.94% | 91.02%-74.1pp | 80.50%-63.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $3,864 | $4,890-21.0% | $4,624-16.4% | $4,379-11.8% |
| Participant deferral / active EE | $9,842 | $8,341+18.0% | $8,004+23.0% | $6,730+46.2% |
| Admin fee / account holder | $1,228 | $15,759-92.2% | $14,398-91.5% | $14,365-91.5% |