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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 | $316,367 | $162,136+95.1% | $152,301+107.7% | $154,746+104.4% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 14.58% | 91.02%-76.4pp | 80.50%-65.9pp | 172.34%-157.8pp |
| Employer contribution / active EE | $5,641 | $4,890+15.3% | $4,624+22.0% | $4,379+28.8% |
| Participant deferral / active EE | $20,621 | $8,341+147.2% | $8,004+157.6% | $6,730+206.4% |
| Admin fee / account holder | $29,879 | $15,759+89.6% | $14,398+107.5% | $14,365+108.0% |