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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 | $257,643 | $172,111+49.7% | $150,298+71.4% | $137,256+87.7% |
| Participation rate | 68.4% | 81.7%-13.3pp | 77.8%-9.3pp | 80.0%-11.5pp |
| Annual return | 16.48% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,528 | $4,636-23.9% | $4,154-15.1% | $4,156-15.1% |
| Participant deferral / active EE | $7,083 | $6,166+14.9% | $5,453+29.9% | $6,407+10.6% |
| Admin fee / account holder | $3,064 | $16,471-81.4% | $14,116-78.3% | $12,270-75.0% |