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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 | $255,488 | $174,379+46.5% | $152,093+68.0% | $138,895+83.9% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 14.44% | 74.86%-60.4pp | 66.36%-51.9pp | 145.39%-131.0pp |
| Employer contribution / active EE | $3,233 | $4,652-30.5% | $4,175-22.5% | $4,194-22.9% |
| Participant deferral / active EE | $12,513 | $6,159+103.2% | $5,451+129.5% | $6,396+95.6% |
| Admin fee / account holder | $36,679 | $16,880+117.3% | $14,497+153.0% | $12,562+192.0% |