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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 | $562,720 | $97,125+479.4% | $86,233+552.6% | $137,256+310.0% |
| Participation rate | 18.2% | 74.2%-56.0pp | 69.0%-50.8pp | 80.0%-61.8pp |
| Annual return | 13.31% | 74.19%-60.9pp | 61.39%-48.1pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,441 | $2,841+21.1% | $2,504+37.4% | $4,156-17.2% |
| Participant deferral / active EE | $3,709 | $5,180-28.4% | $4,559-18.6% | $6,407-42.1% |
| Admin fee / account holder | $14,989 | $9,725+54.1% | $8,342+79.7% | $12,270+22.2% |