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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 | $255,974 | $154,228+66.0% | $145,433+76.0% | $137,256+86.5% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.7pp | 80.0%-35.5pp |
| Annual return | 16.76% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,895 | $4,804-39.7% | $4,554-36.4% | $4,156-30.4% |
| Participant deferral / active EE | $4,799 | $8,216-41.6% | $7,897-39.2% | $6,407-25.1% |
| Admin fee / account holder | $2,383 | $14,344-83.4% | $13,129-81.8% | $12,270-80.6% |