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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 | $266,055 | $201,259+32.2% | $184,200+44.4% | $145,959+82.3% |
| Participation rate | 68.4% | 87.5%-19.1pp | 86.8%-18.4pp | 80.3%-11.9pp |
| Annual return | 12.49% | 28.98%-16.5pp | 28.80%-16.3pp | 561.95%-549.5pp |
| Employer contribution / active EE | $2,403 | $7,018-65.8% | $6,424-62.6% | $4,661-48.4% |
| Participant deferral / active EE | $8,612 | $9,806-12.2% | $9,132-5.7% | $6,689+28.8% |
| Admin fee / account holder | $17,654 | $16,372+7.8% | $13,907+26.9% | $13,398+31.8% |