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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 | $285,826 | $183,592+55.7% | $155,574+83.7% | $145,877+95.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.57% | 61.37%-49.8pp | 64.87%-53.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $1,812 | $5,317-65.9% | $4,676-61.3% | $4,663-61.2% |
| Participant deferral / active EE | $6,204 | $6,466-4.1% | $5,629+10.2% | $6,691-7.3% |
| Admin fee / account holder | $786 | $19,316-95.9% | $15,914-95.1% | $13,402-94.1% |