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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 | $351,862 | $162,136+117.0% | $152,301+131.0% | $154,746+127.4% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 18.04% | 91.02%-73.0pp | 80.50%-62.5pp | 172.34%-154.3pp |
| Employer contribution / active EE | $2,524 | $4,890-48.4% | $4,624-45.4% | $4,379-42.4% |
| Participant deferral / active EE | $9,759 | $8,341+17.0% | $8,004+21.9% | $6,730+45.0% |
| Admin fee / account holder | $2,432 | $15,759-84.6% | $14,398-83.1% | $14,365-83.1% |