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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 | $266,544 | $162,136+64.4% | $152,301+75.0% | $154,746+72.2% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 16.96% | 91.02%-74.1pp | 80.50%-63.5pp | 172.34%-155.4pp |
| Employer contribution / active EE | $2,290 | $4,890-53.2% | $4,624-50.5% | $4,379-47.7% |
| Participant deferral / active EE | $10,255 | $8,341+22.9% | $8,004+28.1% | $6,730+52.4% |
| Admin fee / account holder | $1,123 | $15,759-92.9% | $14,398-92.2% | $14,365-92.2% |