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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 | $277,362 | $154,228+79.8% | $145,433+90.7% | $137,256+102.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 15.81% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $875 | $4,804-81.8% | $4,554-80.8% | $4,156-79.0% |
| Participant deferral / active EE | $13,364 | $8,216+62.7% | $7,897+69.2% | $6,407+108.6% |
| Admin fee / account holder | $60,800 | $14,344+323.9% | $13,129+363.1% | $12,270+395.5% |