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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 | $254,733 | $154,228+65.2% | $145,433+75.2% | $137,256+85.6% |
| Participation rate | 58.8% | 83.8%-25.0pp | 82.1%-23.3pp | 80.0%-21.1pp |
| Annual return | 14.85% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,830 | $4,804-61.9% | $4,554-59.8% | $4,156-56.0% |
| Participant deferral / active EE | $4,671 | $8,216-43.1% | $7,897-40.9% | $6,407-27.1% |
| Admin fee / account holder | $4,158 | $14,344-71.0% | $13,129-68.3% | $12,270-66.1% |