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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 | $773,916 | $112,729+586.5% | $98,716+684.0% | $137,256+463.8% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 16.65% | 38.48%-21.8pp | 31.81%-15.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $4,575 | $2,725+67.9% | $2,279+100.8% | $4,156+10.1% |
| Participant deferral / active EE | $5,649 | $4,640+21.7% | $4,048+39.6% | $6,407-11.8% |
| Admin fee / account holder | $334 | $10,129-96.7% | $8,703-96.2% | $12,270-97.3% |