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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 | $285,797 | $162,136+76.3% | $152,301+87.7% | $154,746+84.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 17.80% | 91.02%-73.2pp | 80.50%-62.7pp | 172.34%-154.5pp |
| Employer contribution / active EE | $2,852 | $4,890-41.7% | $4,624-38.3% | $4,379-34.9% |
| Participant deferral / active EE | $4,238 | $8,341-49.2% | $8,004-47.1% | $6,730-37.0% |
| Admin fee / account holder | $5,950 | $15,759-62.2% | $14,398-58.7% | $14,365-58.6% |