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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 | $661,216 | $225,673+193.0% | $203,872+224.3% | $155,188+326.1% |
| Participation rate | 57.1% | 80.3%-23.2pp | 77.8%-20.7pp | 80.8%-23.7pp |
| Annual return | 18.25% | 95.91%-77.7pp | 85.11%-66.9pp | 148.84%-130.6pp |
| Employer contribution / active EE | $825 | $4,099-79.9% | $3,757-78.0% | $4,248-80.6% |
| Participant deferral / active EE | $12,362 | $6,893+79.3% | $6,388+93.5% | $6,531+89.3% |
| Admin fee / account holder | $17,976 | $12,327+45.8% | $11,730+53.2% | $14,480+24.1% |