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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 | $266,093 | $183,627+44.9% | $155,602+71.0% | $145,978+82.3% |
| Participation rate | 45.5% | 82.7%-37.2pp | 78.2%-32.7pp | 80.3%-34.8pp |
| Annual return | 15.59% | 61.32%-45.7pp | 64.81%-49.2pp | 550.52%-534.9pp |
| Employer contribution / active EE | $1,509 | $5,316-71.6% | $4,675-67.7% | $4,662-67.6% |
| Participant deferral / active EE | $6,774 | $6,466+4.8% | $5,629+20.3% | $6,690+1.3% |
| Admin fee / account holder | $2,913 | $19,327-84.9% | $15,923-81.7% | $13,400-78.3% |