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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 | $313,979 | $209,336+50.0% | $197,124+59.3% | $137,256+128.8% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 12.40% | 48.09%-35.7pp | 44.34%-31.9pp | 220.34%-207.9pp |
| Employer contribution / active EE | $2,100 | $6,591-68.1% | $6,227-66.3% | $4,156-49.5% |
| Participant deferral / active EE | $17,375 | $9,614+80.7% | $9,135+90.2% | $6,407+171.2% |
| Admin fee / account holder | $1,230 | $17,308-92.9% | $16,298-92.5% | $12,270-90.0% |