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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 | $634,356 | $181,062+250.4% | $158,223+300.9% | $155,188+308.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 27.70% | 57.39%-29.7pp | 52.09%-24.4pp | 148.84%-121.1pp |
| Employer contribution / active EE | $2,049 | $4,565-55.1% | $4,109-50.1% | $4,248-51.8% |
| Participant deferral / active EE | $20,667 | $6,134+236.9% | $5,467+278.0% | $6,531+216.4% |
| Admin fee / account holder | $8,139 | $18,825-56.8% | $16,047-49.3% | $14,480-43.8% |