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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 | $353,541 | $162,136+118.1% | $152,301+132.1% | $154,746+128.5% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 18.86% | 91.02%-72.2pp | 80.50%-61.6pp | 172.34%-153.5pp |
| Employer contribution / active EE | $2,421 | $4,890-50.5% | $4,624-47.6% | $4,379-44.7% |
| Participant deferral / active EE | $15,494 | $8,341+85.8% | $8,004+93.6% | $6,730+130.2% |
| Admin fee / account holder | $31,270 | $15,759+98.4% | $14,398+117.2% | $14,365+117.7% |