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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 | $253,389 | $172,111+47.2% | $150,298+68.6% | $137,256+84.6% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 17.23% | 69.37%-52.1pp | 62.79%-45.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $6,395 | $4,636+37.9% | $4,154+54.0% | $4,156+53.9% |
| Participant deferral / active EE | $8,426 | $6,166+36.7% | $5,453+54.5% | $6,407+31.5% |
| Admin fee / account holder | $19,670 | $16,471+19.4% | $14,116+39.3% | $12,270+60.3% |