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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 | $124,980+519.2% | $108,359+614.2% | $154,746+400.1% |
| Participation rate | 33.3% | 75.2%-41.8pp | 70.1%-36.8pp | 80.7%-47.4pp |
| Annual return | 16.65% | 45.00%-28.3pp | 36.89%-20.2pp | 172.34%-155.7pp |
| Employer contribution / active EE | $4,575 | $2,851+60.5% | $2,399+90.7% | $4,379+4.5% |
| Participant deferral / active EE | $5,649 | $4,743+19.1% | $4,137+36.6% | $6,730-16.1% |
| Admin fee / account holder | $334 | $11,502-97.1% | $9,741-96.6% | $14,365-97.7% |