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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 | $790,831 | $142,354+455.5% | $125,529+530.0% | $155,188+409.6% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.7%-8.1pp | 80.8%-14.1pp |
| Annual return | 8.24% | 306.06%-297.8pp | 202.56%-194.3pp | 148.84%-140.6pp |
| Employer contribution / active EE | $1,904 | $3,501-45.6% | $3,058-37.7% | $4,248-55.2% |
| Participant deferral / active EE | $9,277 | $5,491+69.0% | $4,813+92.8% | $6,531+42.0% |
| Admin fee / account holder | $1,601 | $19,392-91.7% | $16,298-90.2% | $14,480-88.9% |