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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 | $278,387 | $162,136+71.7% | $152,301+82.8% | $154,746+79.9% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 17.90% | 91.02%-73.1pp | 80.50%-62.6pp | 172.34%-154.4pp |
| Employer contribution / active EE | $3,716 | $4,890-24.0% | $4,624-19.7% | $4,379-15.2% |
| Participant deferral / active EE | $10,448 | $8,341+25.3% | $8,004+30.5% | $6,730+55.2% |
| Admin fee / account holder | $1,223 | $15,759-92.2% | $14,398-91.5% | $14,365-91.5% |