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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 | $542,113 | $223,823+142.2% | $211,142+156.8% | $154,746+250.3% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 13.69% | 50.39%-36.7pp | 46.84%-33.1pp | 172.34%-158.6pp |
| Employer contribution / active EE | $6,922 | $6,787+2.0% | $6,442+7.4% | $4,379+58.1% |
| Participant deferral / active EE | $11,337 | $9,750+16.3% | $9,284+22.1% | $6,730+68.4% |
| Admin fee / account holder | $24,135 | $19,707+22.5% | $19,076+26.5% | $14,365+68.0% |