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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 | $565,911 | $112,729+402.0% | $98,716+473.3% | $137,256+312.3% |
| Participation rate | 23.1% | 74.2%-51.2pp | 69.3%-46.2pp | 80.0%-56.9pp |
| Annual return | 18.11% | 38.48%-20.4pp | 31.81%-13.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $645 | $2,725-76.3% | $2,279-71.7% | $4,156-84.5% |
| Participant deferral / active EE | $5,156 | $4,640+11.1% | $4,048+27.4% | $6,407-19.5% |
| Admin fee / account holder | $37,115 | $10,129+266.4% | $8,703+326.5% | $12,270+202.5% |