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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 | $268,512 | $155,555+72.6% | $146,866+82.8% | $155,188+73.0% |
| Participation rate | 68.8% | 84.0%-15.2pp | 82.5%-13.8pp | 80.8%-12.1pp |
| Annual return | 15.76% | 115.41%-99.7pp | 102.85%-87.1pp | 148.84%-133.1pp |
| Employer contribution / active EE | $3,301 | $4,647-29.0% | $4,425-25.4% | $4,248-22.3% |
| Participant deferral / active EE | $4,279 | $8,044-46.8% | $7,759-44.8% | $6,531-34.5% |
| Admin fee / account holder | $3,623 | $14,755-75.4% | $13,620-73.4% | $14,480-75.0% |