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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 | $509,262 | $154,228+230.2% | $145,433+250.2% | $137,256+271.0% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 13.69% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $9,722 | $4,804+102.4% | $4,554+113.5% | $4,156+133.9% |
| Participant deferral / active EE | $11,601 | $8,216+41.2% | $7,897+46.9% | $6,407+81.1% |
| Admin fee / account holder | $4,551 | $14,344-68.3% | $13,129-65.3% | $12,270-62.9% |