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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 | $274,835 | $185,312+48.3% | $161,489+70.2% | $154,746+77.6% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 14.08% | 103.84%-89.8pp | 89.72%-75.6pp | 172.34%-158.3pp |
| Employer contribution / active EE | $2,385 | $4,769-50.0% | $4,268-44.1% | $4,379-45.5% |
| Participant deferral / active EE | $8,121 | $6,350+27.9% | $5,630+44.2% | $6,730+20.7% |
| Admin fee / account holder | $1,165 | $18,654-93.8% | $16,006-92.7% | $14,365-91.9% |