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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 | $340,530 | $172,111+97.9% | $150,298+126.6% | $137,256+148.1% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 14.89% | 69.37%-54.5pp | 62.79%-47.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,056 | $4,636-55.6% | $4,154-50.5% | $4,156-50.5% |
| Participant deferral / active EE | $11,057 | $6,166+79.3% | $5,453+102.8% | $6,407+72.6% |
| Admin fee / account holder | $2,059 | $16,471-87.5% | $14,116-85.4% | $12,270-83.2% |