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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 | $251,703 | $162,136+55.2% | $152,301+65.3% | $154,746+62.7% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 13.42% | 91.02%-77.6pp | 80.50%-67.1pp | 172.34%-158.9pp |
| Employer contribution / active EE | $2,366 | $4,890-51.6% | $4,624-48.8% | $4,379-46.0% |
| Participant deferral / active EE | $3,792 | $8,341-54.5% | $8,004-52.6% | $6,730-43.7% |
| Admin fee / account holder | $21,694 | $15,759+37.7% | $14,398+50.7% | $14,365+51.0% |