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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 | $258,109 | $115,225+124.0% | $100,712+156.3% | $138,895+85.8% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 15.78% | 40.35%-24.6pp | 33.27%-17.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $8,050 | $2,771+190.5% | $2,313+248.1% | $4,194+91.9% |
| Participant deferral / active EE | $5,479 | $4,699+16.6% | $4,085+34.1% | $6,396-14.3% |
| Admin fee / account holder | $1,343 | $10,844-87.6% | $9,256-85.5% | $12,562-89.3% |