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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 | $774,882 | $162,136+377.9% | $152,301+408.8% | $154,746+400.7% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 17.22% | 91.02%-73.8pp | 80.50%-63.3pp | 172.34%-155.1pp |
| Employer contribution / active EE | $2,550 | $4,890-47.9% | $4,624-44.9% | $4,379-41.8% |
| Participant deferral / active EE | $11,691 | $8,341+40.2% | $8,004+46.1% | $6,730+73.7% |
| Admin fee / account holder | $6,470 | $15,759-58.9% | $14,398-55.1% | $14,365-55.0% |