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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 | $712,958 | $97,125+634.1% | $86,233+726.8% | $137,256+419.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 13.14% | 74.19%-61.0pp | 61.39%-48.2pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,945 | $2,841-31.5% | $2,504-22.3% | $4,156-53.2% |
| Participant deferral / active EE | $7,110 | $5,180+37.3% | $4,559+56.0% | $6,407+11.0% |
| Admin fee / account holder | $12,549 | $9,725+29.0% | $8,342+50.4% | $12,270+2.3% |