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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 | $256,126 | $156,398+63.8% | $147,318+73.9% | $138,895+84.4% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.5pp | 79.9%-24.4pp |
| Annual return | 18.71% | 78.75%-60.0pp | 70.43%-51.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $2,935 | $4,853-39.5% | $4,593-36.1% | $4,194-30.0% |
| Participant deferral / active EE | $8,240 | $8,2370% | $7,906+4.2% | $6,396+28.8% |
| Admin fee / account holder | $2,647 | $14,976-82.3% | $13,708-80.7% | $12,562-78.9% |