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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 | $766,020 | $178,174+329.9% | $156,181+390.5% | $137,256+458.1% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.8%-21.7pp | 80.0%-22.8pp |
| Annual return | 18.24% | 84.19%-65.9pp | 64.87%-46.6pp | 220.34%-202.1pp |
| Employer contribution / active EE | $3,803 | $4,972-23.5% | $4,294-11.4% | $4,156-8.5% |
| Participant deferral / active EE | $7,817 | $6,888+13.5% | $6,132+27.5% | $6,407+22.0% |
| Admin fee / account holder | $154,520 | $17,404+787.8% | $14,586+959.4% | $12,270+1159.3% |