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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 | $936,671 | $154,228+507.3% | $145,433+544.1% | $137,256+582.4% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 29.45% | 74.59%-45.1pp | 66.58%-37.1pp | 220.34%-190.9pp |
| Employer contribution / active EE | $2,020 | $4,804-58.0% | $4,554-55.6% | $4,156-51.4% |
| Participant deferral / active EE | $4,040 | $8,216-50.8% | $7,897-48.8% | $6,407-36.9% |
| Admin fee / account holder | $3,168 | $14,344-77.9% | $13,129-75.9% | $12,270-74.2% |