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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 | $274,782 | $154,228+78.2% | $145,433+88.9% | $137,256+100.2% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 16.35% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $3,354 | $4,804-30.2% | $4,554-26.4% | $4,156-19.3% |
| Participant deferral / active EE | $8,369 | $8,216+1.9% | $7,897+6.0% | $6,407+30.6% |
| Admin fee / account holder | $5,737 | $14,344-60.0% | $13,129-56.3% | $12,270-53.2% |