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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 | $227,399+49.7% | $189,758+79.5% | $198,609+71.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 14.89% | 61.03%-46.1pp | 52.62%-37.7pp | 202.70%-187.8pp |
| Employer contribution / active EE | $2,056 | $5,526-62.8% | $4,767-56.9% | $5,055-59.3% |
| Participant deferral / active EE | $11,057 | $6,837+61.7% | $5,856+88.8% | $6,977+58.5% |
| Admin fee / account holder | $2,059 | $25,162-91.8% | $20,388-89.9% | $19,030-89.2% |