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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 | $407,970 | $162,136+151.6% | $152,301+167.9% | $154,746+163.6% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 15.27% | 91.02%-75.8pp | 80.50%-65.2pp | 172.34%-157.1pp |
| Employer contribution / active EE | $2,384 | $4,890-51.2% | $4,624-48.4% | $4,379-45.6% |
| Participant deferral / active EE | $9,083 | $8,341+8.9% | $8,004+13.5% | $6,730+35.0% |
| Admin fee / account holder | $15,281 | $15,759-3.0% | $14,398+6.1% | $14,365+6.4% |