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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 | $266,226 | $155,555+71.1% | $146,866+81.3% | $155,188+71.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 16.50% | 115.41%-98.9pp | 102.85%-86.4pp | 148.84%-132.3pp |
| Employer contribution / active EE | $3,333 | $4,647-28.3% | $4,425-24.7% | $4,248-21.5% |
| Participant deferral / active EE | $20,351 | $8,044+153.0% | $7,759+162.3% | $6,531+211.6% |
| Admin fee / account holder | $4,427 | $14,755-70.0% | $13,620-67.5% | $14,480-69.4% |