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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 | $493,740 | $97,125+408.4% | $86,233+472.6% | $137,256+259.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 12.00% | 74.19%-62.2pp | 61.39%-49.4pp | 220.34%-208.3pp |
| Employer contribution / active EE | $3,884 | $2,841+36.7% | $2,504+55.1% | $4,156-6.6% |
| Participant deferral / active EE | $10,198 | $5,180+96.9% | $4,559+123.7% | $6,407+59.2% |
| Admin fee / account holder | $1,703 | $9,725-82.5% | $8,342-79.6% | $12,270-86.1% |