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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 | $302,359 | $101,618+197.5% | $93,063+224.9% | $137,256+120.3% |
| Participation rate | 68.4% | 74.9%-6.5pp | 72.1%-3.7pp | 80.0%-11.5pp |
| Annual return | 16.98% | 223.95%-207.0pp | 34.15%-17.2pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,014 | $2,707-25.6% | $2,476-18.7% | $4,156-51.5% |
| Participant deferral / active EE | $9,625 | $4,279+124.9% | $3,958+143.2% | $6,407+50.2% |
| Admin fee / account holder | $1,596 | $6,198-74.3% | $6,033-73.5% | $12,270-87.0% |