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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 | $679,455 | $275,752+146.4% | $256,809+164.6% | $198,609+242.1% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 12.60% | 34.81%-22.2pp | 32.73%-20.1pp | 202.70%-190.1pp |
| Employer contribution / active EE | $22,087 | $7,721+186.1% | $7,263+204.1% | $5,055+336.9% |
| Participant deferral / active EE | $17,500 | $10,037+74.4% | $9,520+83.8% | $6,977+150.8% |
| Admin fee / account holder | $2,053 | $25,716-92.0% | $25,146-91.8% | $19,030-89.2% |