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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 | $276,975 | $183,516+50.9% | $155,534+78.1% | $145,884+89.9% |
| Participation rate | 61.1% | 82.7%-21.6pp | 78.2%-17.1pp | 80.3%-19.2pp |
| Annual return | 12.13% | 61.43%-49.3pp | 64.92%-52.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $4,435 | $5,315-16.5% | $4,675-5.1% | $4,662-4.9% |
| Participant deferral / active EE | $8,327 | $6,467+28.8% | $5,630+47.9% | $6,690+24.5% |
| Admin fee / account holder | $6,101 | $19,293-68.4% | $15,900-61.6% | $13,392-54.4% |