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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 | $255,205 | $174,379+46.4% | $152,093+67.8% | $138,895+83.7% |
| Participation rate | 58.3% | 81.6%-23.3pp | 77.8%-19.4pp | 79.9%-21.6pp |
| Annual return | 16.55% | 74.86%-58.3pp | 66.36%-49.8pp | 145.39%-128.8pp |
| Employer contribution / active EE | $4,043 | $4,652-13.1% | $4,175-3.1% | $4,194-3.6% |
| Participant deferral / active EE | $7,656 | $6,159+24.3% | $5,451+40.4% | $6,396+19.7% |
| Admin fee / account holder | $10,058 | $16,880-40.4% | $14,497-30.6% | $12,562-19.9% |