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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 | $339,886 | $172,111+97.5% | $150,298+126.1% | $137,256+147.6% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 16.76% | 69.37%-52.6pp | 62.79%-46.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $3,849 | $4,636-17.0% | $4,154-7.3% | $4,156-7.4% |
| Participant deferral / active EE | $12,184 | $6,166+97.6% | $5,453+123.5% | $6,407+90.2% |
| Admin fee / account holder | $450 | $16,471-97.3% | $14,116-96.8% | $12,270-96.3% |