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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 | $254,874 | $154,228+65.3% | $145,433+75.3% | $137,256+85.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 19.39% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $12,870 | $4,804+167.9% | $4,554+182.6% | $4,156+209.7% |
| Participant deferral / active EE | $7,496 | $8,216-8.8% | $7,897-5.1% | $6,407+17.0% |
| Admin fee / account holder | $2,154 | $14,344-85.0% | $13,129-83.6% | $12,270-82.4% |