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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 | $548,243 | $172,111+218.5% | $150,298+264.8% | $137,256+299.4% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 17.22% | 69.37%-52.2pp | 62.79%-45.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,578 | $4,636-66.0% | $4,154-62.0% | $4,156-62.0% |
| Participant deferral / active EE | $10,253 | $6,166+66.3% | $5,453+88.0% | $6,407+60.0% |
| Admin fee / account holder | $1,668 | $16,471-89.9% | $14,116-88.2% | $12,270-86.4% |