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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 | $273,177 | $223,823+22.1% | $211,142+29.4% | $154,746+76.5% |
| Participation rate | 65.2% | 87.9%-22.6pp | 87.3%-22.1pp | 80.7%-15.5pp |
| Annual return | 14.60% | 50.39%-35.8pp | 46.84%-32.2pp | 172.34%-157.7pp |
| Employer contribution / active EE | $5,844 | $6,787-13.9% | $6,442-9.3% | $4,379+33.5% |
| Participant deferral / active EE | $12,254 | $9,750+25.7% | $9,284+32.0% | $6,730+82.1% |
| Admin fee / account holder | $2,380 | $19,707-87.9% | $19,076-87.5% | $14,365-83.4% |