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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 | $261,379 | $183,627+42.3% | $155,602+68.0% | $145,978+79.1% |
| Participation rate | 58.3% | 82.7%-24.4pp | 78.2%-19.9pp | 80.3%-22.0pp |
| Annual return | 13.12% | 61.32%-48.2pp | 64.81%-51.7pp | 550.52%-537.4pp |
| Employer contribution / active EE | $1,958 | $5,316-63.2% | $4,675-58.1% | $4,662-58.0% |
| Participant deferral / active EE | $6,892 | $6,466+6.6% | $5,629+22.4% | $6,690+3.0% |
| Admin fee / account holder | $1,178 | $19,327-93.9% | $15,923-92.6% | $13,400-91.2% |