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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 | $277,150 | $174,379+58.9% | $152,093+82.2% | $138,895+99.5% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 16.41% | 74.86%-58.5pp | 66.36%-50.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $7,734 | $4,652+66.3% | $4,175+85.3% | $4,194+84.4% |
| Participant deferral / active EE | $8,832 | $6,159+43.4% | $5,451+62.0% | $6,396+38.1% |
| Admin fee / account holder | $16,946 | $16,880+0.4% | $14,497+16.9% | $12,562+34.9% |