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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 | $298,693 | $154,228+93.7% | $145,433+105.4% | $137,256+117.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 18.98% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,408 | $4,804-49.9% | $4,554-47.1% | $4,156-42.1% |
| Participant deferral / active EE | $8,365 | $8,216+1.8% | $7,897+5.9% | $6,407+30.6% |
| Admin fee / account holder | $1,091 | $14,344-92.4% | $13,129-91.7% | $12,270-91.1% |