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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 | $304,947 | $162,136+88.1% | $152,301+100.2% | $154,746+97.1% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 12.54% | 91.02%-78.5pp | 80.50%-68.0pp | 172.34%-159.8pp |
| Employer contribution / active EE | $5,962 | $4,890+21.9% | $4,624+28.9% | $4,379+36.1% |
| Participant deferral / active EE | $13,500 | $8,341+61.9% | $8,004+68.7% | $6,730+100.6% |
| Admin fee / account holder | $1,824 | $15,759-88.4% | $14,398-87.3% | $14,365-87.3% |