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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 | $270,584 | $172,111+57.2% | $150,298+80.0% | $137,256+97.1% |
| Participation rate | 31.3% | 81.7%-50.5pp | 77.8%-46.5pp | 80.0%-48.7pp |
| Annual return | 35.31% | 69.37%-34.1pp | 62.79%-27.5pp | 220.34%-185.0pp |
| Employer contribution / active EE | $1,288 | $4,636-72.2% | $4,154-69.0% | $4,156-69.0% |
| Participant deferral / active EE | $4,829 | $6,166-21.7% | $5,453-11.4% | $6,407-24.6% |
| Admin fee / account holder | $18,657 | $16,471+13.3% | $14,116+32.2% | $12,270+52.1% |