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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 | $667,650 | $172,111+287.9% | $150,298+344.2% | $137,256+386.4% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 13.58% | 69.37%-55.8pp | 62.79%-49.2pp | 220.34%-206.8pp |
| Employer contribution / active EE | $3,650 | $4,636-21.3% | $4,154-12.1% | $4,156-12.2% |
| Participant deferral / active EE | $7,900 | $6,166+28.1% | $5,453+44.9% | $6,407+23.3% |
| Admin fee / account holder | $5,968 | $16,471-63.8% | $14,116-57.7% | $12,270-51.4% |