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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 | $272,691 | $172,111+58.4% | $150,298+81.4% | $137,256+98.7% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 18.04% | 69.37%-51.3pp | 62.79%-44.7pp | 220.34%-202.3pp |
| Employer contribution / active EE | $7,655 | $4,636+65.1% | $4,154+84.3% | $4,156+84.2% |
| Participant deferral / active EE | $6,367 | $6,166+3.3% | $5,453+16.8% | $6,407-0.6% |
| Admin fee / account holder | $3,178 | $16,471-80.7% | $14,116-77.5% | $12,270-74.1% |