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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 | $268,513 | $154,228+74.1% | $145,433+84.6% | $137,256+95.6% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 13.63% | 74.59%-61.0pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,204 | $4,804-74.9% | $4,554-73.6% | $4,156-71.0% |
| Participant deferral / active EE | $6,141 | $8,216-25.3% | $7,897-22.2% | $6,407-4.2% |
| Admin fee / account holder | $2,289 | $14,344-84.0% | $13,129-82.6% | $12,270-81.3% |