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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 | $284,574 | $172,111+65.3% | $150,298+89.3% | $137,256+107.3% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 11.68% | 69.37%-57.7pp | 62.79%-51.1pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,240 | $4,636-51.7% | $4,154-46.1% | $4,156-46.1% |
| Participant deferral / active EE | $9,151 | $6,166+48.4% | $5,453+67.8% | $6,407+42.8% |
| Admin fee / account holder | $2,398 | $16,471-85.4% | $14,116-83.0% | $12,270-80.5% |