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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 | $303,130 | $148,629+104.0% | $135,982+122.9% | $139,487+117.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 27.67% | 79.33%-51.7pp | 68.32%-40.7pp | 373.84%-346.2pp |
| Employer contribution / active EE | $2,609 | $5,247-50.3% | $4,859-46.3% | $4,755-45.1% |
| Participant deferral / active EE | $8,021 | $8,102-1.0% | $7,760+3.4% | $6,713+19.5% |
| Admin fee / account holder | $1,642 | $12,406-86.8% | $10,767-84.8% | $11,407-85.6% |