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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 | $281,785 | $185,312+52.1% | $161,489+74.5% | $154,746+82.1% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 17.26% | 103.84%-86.6pp | 89.72%-72.5pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,683 | $4,769-64.7% | $4,268-60.6% | $4,379-61.6% |
| Participant deferral / active EE | $3,668 | $6,350-42.2% | $5,630-34.8% | $6,730-45.5% |
| Admin fee / account holder | $1,661 | $18,654-91.1% | $16,006-89.6% | $14,365-88.4% |