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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 | $517,723 | $223,823+131.3% | $211,142+145.2% | $154,746+234.6% |
| Participation rate | 40.0% | 87.9%-47.9pp | 87.3%-47.3pp | 80.7%-40.7pp |
| Annual return | 12.06% | 50.39%-38.3pp | 46.84%-34.8pp | 172.34%-160.3pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,146 | $9,750-16.5% | $9,284-12.3% | $6,730+21.0% |
| Admin fee / account holder | $5,411 | $19,707-72.5% | $19,076-71.6% | $14,365-62.3% |