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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 | $948,602 | $154,228+515.1% | $145,433+552.3% | $137,256+591.1% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 14.83% | 74.59%-59.8pp | 66.58%-51.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,456 | $4,804-69.7% | $4,554-68.0% | $4,156-65.0% |
| Participant deferral / active EE | $6,250 | $8,216-23.9% | $7,897-20.9% | $6,407-2.4% |
| Admin fee / account holder | $324 | $14,344-97.7% | $13,129-97.5% | $12,270-97.4% |