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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 | $282,239 | $154,228+83.0% | $145,433+94.1% | $137,256+105.6% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 14.33% | 74.59%-60.3pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $4,952 | $4,804+3.1% | $4,554+8.7% | $4,156+19.1% |
| Participant deferral / active EE | $8,172 | $8,216-0.5% | $7,897+3.5% | $6,407+27.5% |
| Admin fee / account holder | $14,517 | $14,344+1.2% | $13,129+10.6% | $12,270+18.3% |