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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 | $269,204 | $201,264+33.8% | $184,185+46.2% | $145,978+84.4% |
| Participation rate | 58.8% | 87.5%-28.7pp | 86.8%-28.0pp | 80.3%-21.5pp |
| Annual return | 10.19% | 29.00%-18.8pp | 28.81%-18.6pp | 550.52%-540.3pp |
| Employer contribution / active EE | $3,012 | $7,021-57.1% | $6,426-53.1% | $4,662-35.4% |
| Participant deferral / active EE | $6,777 | $9,806-30.9% | $9,132-25.8% | $6,690+1.3% |
| Admin fee / account holder | $3,030 | $16,376-81.5% | $13,909-78.2% | $13,400-77.4% |