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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 | $302,531 | $162,136+86.6% | $152,301+98.6% | $154,746+95.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 19.72% | 91.02%-71.3pp | 80.50%-60.8pp | 172.34%-152.6pp |
| Employer contribution / active EE | $2,478 | $4,890-49.3% | $4,624-46.4% | $4,379-43.4% |
| Participant deferral / active EE | $7,831 | $8,341-6.1% | $8,004-2.2% | $6,730+16.3% |
| Admin fee / account holder | $13,461 | $15,759-14.6% | $14,398-6.5% | $14,365-6.3% |