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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 | $275,625 | $162,136+70.0% | $152,301+81.0% | $154,746+78.1% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 13.02% | 91.02%-78.0pp | 80.50%-67.5pp | 172.34%-159.3pp |
| Employer contribution / active EE | $1,462 | $4,890-70.1% | $4,624-68.4% | $4,379-66.6% |
| Participant deferral / active EE | $7,353 | $8,341-11.8% | $8,004-8.1% | $6,730+9.2% |
| Admin fee / account holder | $1,738 | $15,759-89.0% | $14,398-87.9% | $14,365-87.9% |