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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 | $308,054 | $183,592+67.8% | $155,574+98.0% | $145,877+111.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 21.59% | 61.37%-39.8pp | 64.87%-43.3pp | 551.28%-529.7pp |
| Employer contribution / active EE | $3,207 | $5,317-39.7% | $4,676-31.4% | $4,663-31.2% |
| Participant deferral / active EE | $7,434 | $6,466+15.0% | $5,629+32.1% | $6,691+11.1% |
| Admin fee / account holder | $4,765 | $19,316-75.3% | $15,914-70.1% | $13,402-64.4% |