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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 | $323,546 | $172,111+88.0% | $150,298+115.3% | $137,256+135.7% |
| Participation rate | 58.3% | 81.7%-23.4pp | 77.8%-19.4pp | 80.0%-21.6pp |
| Annual return | 14.14% | 69.37%-55.2pp | 62.79%-48.6pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,987 | $4,636-35.6% | $4,154-28.1% | $4,156-28.1% |
| Participant deferral / active EE | $9,860 | $6,166+59.9% | $5,453+80.8% | $6,407+53.9% |
| Admin fee / account holder | $22,072 | $16,471+34.0% | $14,116+56.4% | $12,270+79.9% |