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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 | $319,301 | $183,516+74.0% | $155,534+105.3% | $145,884+118.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 32.35% | 61.43%-29.1pp | 64.92%-32.6pp | 551.85%-519.5pp |
| Employer contribution / active EE | $3,532 | $5,315-33.5% | $4,675-24.4% | $4,662-24.2% |
| Participant deferral / active EE | $12,876 | $6,467+99.1% | $5,630+128.7% | $6,690+92.5% |
| Admin fee / account holder | $3,666 | $19,293-81.0% | $15,900-76.9% | $13,392-72.6% |