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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 | $845,360 | $211,239+300.2% | $178,528+373.5% | $145,877+479.5% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 14.79% | 30.22%-15.4pp | 27.11%-12.3pp | 551.28%-536.5pp |
| Employer contribution / active EE | $2,789 | $4,570-39.0% | $3,950-29.4% | $4,663-40.2% |
| Participant deferral / active EE | $18,000 | $6,963+158.5% | $6,278+186.7% | $6,691+169.0% |
| Admin fee / account holder | $46,114 | $12,095+281.3% | $10,419+342.6% | $13,402+244.1% |