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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 | $709,474 | $172,111+312.2% | $150,298+372.0% | $137,256+416.9% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 13.58% | 69.37%-55.8pp | 62.79%-49.2pp | 220.34%-206.8pp |
| Employer contribution / active EE | $8,460 | $4,636+82.5% | $4,154+103.6% | $4,156+103.6% |
| Participant deferral / active EE | $3,944 | $6,166-36.0% | $5,453-27.7% | $6,407-38.4% |
| Admin fee / account holder | $5,240 | $16,471-68.2% | $14,116-62.9% | $12,270-57.3% |