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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 | $268,016 | $154,228+73.8% | $145,433+84.3% | $137,256+95.3% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 16.39% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,515 | $4,804-47.6% | $4,554-44.8% | $4,156-39.5% |
| Participant deferral / active EE | $8,367 | $8,216+1.8% | $7,897+5.9% | $6,407+30.6% |
| Admin fee / account holder | $6,946 | $14,344-51.6% | $13,129-47.1% | $12,270-43.4% |