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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 | $250,775 | $201,370+24.5% | $184,256+36.1% | $145,897+71.9% |
| Participation rate | 69.2% | 87.5%-18.3pp | 86.8%-17.6pp | 80.3%-11.1pp |
| Annual return | 10.70% | 29.05%-18.4pp | 28.85%-18.2pp | 552.29%-541.6pp |
| Employer contribution / active EE | $2,164 | $7,024-69.2% | $6,427-66.3% | $4,663-53.6% |
| Participant deferral / active EE | $5,907 | $9,808-39.8% | $9,133-35.3% | $6,689-11.7% |
| Admin fee / account holder | $10,742 | $16,364-34.4% | $13,899-22.7% | $13,390-19.8% |