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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 | $651,667 | $155,555+318.9% | $146,866+343.7% | $155,188+319.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 13.73% | 115.41%-101.7pp | 102.85%-89.1pp | 148.84%-135.1pp |
| Employer contribution / active EE | $4,658 | $4,647+0.3% | $4,425+5.3% | $4,248+9.7% |
| Participant deferral / active EE | $10,840 | $8,044+34.8% | $7,759+39.7% | $6,531+66.0% |
| Admin fee / account holder | $10,400 | $14,755-29.5% | $13,620-23.6% | $14,480-28.2% |