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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 | $154,228+74.1% | $145,433+84.6% | $137,256+95.6% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.4pp | 80.0%-11.2pp |
| Annual return | 15.76% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,301 | $4,804-31.3% | $4,554-27.5% | $4,156-20.6% |
| Participant deferral / active EE | $4,279 | $8,216-47.9% | $7,897-45.8% | $6,407-33.2% |
| Admin fee / account holder | $3,623 | $14,344-74.7% | $13,129-72.4% | $12,270-70.5% |