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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 | $123,155+528.4% | $108,753+611.6% | $155,188+398.7% |
| Participation rate | 33.3% | 75.6%-42.3pp | 71.1%-37.8pp | 80.8%-47.5pp |
| Annual return | 16.65% | 44.73%-28.1pp | 37.47%-20.8pp | 148.84%-132.2pp |
| Employer contribution / active EE | $4,575 | $2,811+62.7% | $2,427+88.5% | $4,248+7.7% |
| Participant deferral / active EE | $5,649 | $4,623+22.2% | $4,115+37.3% | $6,531-13.5% |
| Admin fee / account holder | $334 | $12,126-97.2% | $10,320-96.8% | $14,480-97.7% |