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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 | $586,143 | $104,937+458.6% | $84,628+592.6% | $152,897+283.4% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.5%-15.8pp |
| Annual return | 28.54% | 373.88%-345.3pp | 258.80%-230.3pp | 345.43%-316.9pp |
| Employer contribution / active EE | $768 | $3,303-76.7% | $2,653-71.1% | $4,764-83.9% |
| Participant deferral / active EE | $16,333 | $4,690+248.3% | $3,900+318.8% | $5,851+179.2% |
| Admin fee / account holder | $2,502 | $6,243-59.9% | $4,914-49.1% | $11,599-78.4% |