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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 | $267,618 | $172,111+55.5% | $150,298+78.1% | $137,256+95.0% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 18.88% | 69.37%-50.5pp | 62.79%-43.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,372 | $4,636-27.3% | $4,154-18.8% | $4,156-18.9% |
| Participant deferral / active EE | $5,689 | $6,166-7.7% | $5,453+4.3% | $6,407-11.2% |
| Admin fee / account holder | $320 | $16,471-98.1% | $14,116-97.7% | $12,270-97.4% |