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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 | $789,859 | $174,379+353.0% | $152,093+419.3% | $138,895+468.7% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 11.77% | 74.86%-63.1pp | 66.36%-54.6pp | 145.39%-133.6pp |
| Employer contribution / active EE | $2,059 | $4,652-55.7% | $4,175-50.7% | $4,194-50.9% |
| Participant deferral / active EE | $13,524 | $6,159+119.6% | $5,451+148.1% | $6,396+111.4% |
| Admin fee / account holder | $23,246 | $16,880+37.7% | $14,497+60.4% | $12,562+85.0% |