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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 | $288,314 | $162,136+77.8% | $152,301+89.3% | $154,746+86.3% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 16.68% | 91.02%-74.3pp | 80.50%-63.8pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,129 | $4,890-76.9% | $4,624-75.6% | $4,379-74.2% |
| Participant deferral / active EE | $5,146 | $8,341-38.3% | $8,004-35.7% | $6,730-23.5% |
| Admin fee / account holder | $15,897 | $15,759+0.9% | $14,398+10.4% | $14,365+10.7% |