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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 | $295,478 | $172,111+71.7% | $150,298+96.6% | $137,256+115.3% |
| Participation rate | 30.0% | 81.7%-51.7pp | 77.8%-47.8pp | 80.0%-50.0pp |
| Annual return | 17.49% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $4,449 | $4,636-4.0% | $4,154+7.1% | $4,156+7.1% |
| Participant deferral / active EE | $7,054 | $6,166+14.4% | $5,453+29.4% | $6,407+10.1% |
| Admin fee / account holder | $15,383 | $16,471-6.6% | $14,116+9.0% | $12,270+25.4% |