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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 | $318,713 | $209,336+52.2% | $197,124+61.7% | $137,256+132.2% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 52.42% | 48.09%+4.3pp | 44.34%+8.1pp | 220.34%-167.9pp |
| Employer contribution / active EE | $1,500 | $6,591-77.2% | $6,227-75.9% | $4,156-63.9% |
| Participant deferral / active EE | $6,483 | $9,614-32.6% | $9,135-29.0% | $6,407+1.2% |
| Admin fee / account holder | $709 | $17,308-95.9% | $16,298-95.7% | $12,270-94.2% |