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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 | $315,842 | $148,623+112.5% | $135,974+132.3% | $139,466+126.5% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 20.94% | 79.30%-58.4pp | 68.30%-47.4pp | 373.66%-352.7pp |
| Employer contribution / active EE | $3,818 | $5,246-27.2% | $4,859-21.4% | $4,754-19.7% |
| Participant deferral / active EE | $14,699 | $8,103+81.4% | $7,760+89.4% | $6,712+119.0% |
| Admin fee / account holder | $394 | $12,406-96.8% | $10,767-96.3% | $11,409-96.5% |