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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 | $257,363 | $174,379+47.6% | $152,093+69.2% | $138,895+85.3% |
| Participation rate | 53.8% | 81.6%-27.8pp | 77.8%-23.9pp | 79.9%-26.1pp |
| Annual return | 14.72% | 74.86%-60.1pp | 66.36%-51.6pp | 145.39%-130.7pp |
| Employer contribution / active EE | $3,721 | $4,652-20.0% | $4,175-10.9% | $4,194-11.3% |
| Participant deferral / active EE | $7,499 | $6,159+21.8% | $5,451+37.6% | $6,396+17.2% |
| Admin fee / account holder | $2,354 | $16,880-86.1% | $14,497-83.8% | $12,562-81.3% |