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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 | $315,083 | $162,136+94.3% | $152,301+106.9% | $154,746+103.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 14.22% | 91.02%-76.8pp | 80.50%-66.3pp | 172.34%-158.1pp |
| Employer contribution / active EE | $1,766 | $4,890-63.9% | $4,624-61.8% | $4,379-59.7% |
| Participant deferral / active EE | $11,034 | $8,341+32.3% | $8,004+37.9% | $6,730+63.9% |
| Admin fee / account holder | $497 | $15,759-96.8% | $14,398-96.6% | $14,365-96.5% |