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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 | $278,680 | $97,125+186.9% | $86,233+223.2% | $137,256+103.0% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 14.42% | 74.19%-59.8pp | 61.39%-47.0pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,135 | $2,841-24.9% | $2,504-14.8% | $4,156-48.6% |
| Participant deferral / active EE | $4,082 | $5,180-21.2% | $4,559-10.5% | $6,407-36.3% |
| Admin fee / account holder | $7,477 | $9,725-23.1% | $8,342-10.4% | $12,270-39.1% |