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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 | $592,572 | $181,062+227.3% | $158,223+274.5% | $155,188+281.8% |
| Participation rate | 16.7% | 82.7%-66.0pp | 79.2%-62.5pp | 80.8%-64.1pp |
| Annual return | 20.05% | 57.39%-37.3pp | 52.09%-32.0pp | 148.84%-128.8pp |
| Employer contribution / active EE | $1,174 | $4,565-74.3% | $4,109-71.4% | $4,248-72.4% |
| Participant deferral / active EE | $3,000 | $6,134-51.1% | $5,467-45.1% | $6,531-54.1% |
| Admin fee / account holder | $455 | $18,825-97.6% | $16,047-97.2% | $14,480-96.9% |