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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 | $933,194 | $185,856+402.1% | $170,028+448.8% | $139,456+569.2% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 14.81% | 60.52%-45.7pp | 53.39%-38.6pp | 373.45%-358.6pp |
| Employer contribution / active EE | $1,780 | $7,593-76.6% | $6,788-73.8% | $4,753-62.5% |
| Participant deferral / active EE | $11,333 | $11,623-2.5% | $10,409+8.9% | $6,711+68.9% |
| Admin fee / account holder | $20,205 | $15,387+31.3% | $12,820+57.6% | $11,407+77.1% |