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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 | $274,613 | $91,559+199.9% | $133,978+105.0% | $79,856+243.9% |
| Participation rate | 64.0% | 73.3%-9.3pp | 79.8%-15.8pp | 69.6%-5.6pp |
| Annual return | 15.32% | 61.85%-46.5pp | 45.10%-29.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $2,853 | $2,384+19.7% | $3,919-27.2% | $2,471+15.5% |
| Participant deferral / active EE | $4,616 | $3,734+23.6% | $5,047-8.5% | $3,741+23.4% |
| Admin fee / account holder | $1,539 | $6,321-75.7% | $8,930-82.8% | $5,306-71.0% |