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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 | $162,136+69.5% | $152,301+80.4% | $154,746+77.6% |
| Participation rate | 63.6% | 84.1%-20.5pp | 82.4%-18.8pp | 80.7%-17.1pp |
| Annual return | 16.35% | 91.02%-74.7pp | 80.50%-64.2pp | 172.34%-156.0pp |
| Employer contribution / active EE | $3,354 | $4,890-31.4% | $4,624-27.5% | $4,379-23.4% |
| Participant deferral / active EE | $8,369 | $8,341+0.3% | $8,004+4.6% | $6,730+24.3% |
| Admin fee / account holder | $5,737 | $15,759-63.6% | $14,398-60.2% | $14,365-60.1% |