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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 | $276,216 | $148,623+85.8% | $135,974+103.1% | $139,466+98.1% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 16.13% | 79.30%-63.2pp | 68.30%-52.2pp | 373.66%-357.5pp |
| Employer contribution / active EE | $3,195 | $5,246-39.1% | $4,859-34.2% | $4,754-32.8% |
| Participant deferral / active EE | $10,000 | $8,103+23.4% | $7,760+28.9% | $6,712+49.0% |
| Admin fee / account holder | $1,052 | $12,406-91.5% | $10,767-90.2% | $11,409-90.8% |