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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 | $278,501 | $183,516+51.8% | $155,534+79.1% | $145,884+90.9% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 11.34% | 61.43%-50.1pp | 64.92%-53.6pp | 551.85%-540.5pp |
| Employer contribution / active EE | $2,276 | $5,315-57.2% | $4,675-51.3% | $4,662-51.2% |
| Participant deferral / active EE | $7,225 | $6,467+11.7% | $5,630+28.3% | $6,690+8.0% |
| Admin fee / account holder | $3,557 | $19,293-81.6% | $15,900-77.6% | $13,392-73.4% |