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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 | $816,866 | $157,829+417.6% | $136,867+496.8% | $198,609+311.3% |
| Participation rate | 60.0% | 77.2%-17.2pp | 74.5%-14.5pp | 82.4%-22.4pp |
| Annual return | 13.40% | 51.25%-37.8pp | 42.97%-29.6pp | 202.70%-189.3pp |
| Employer contribution / active EE | $1,699 | $3,923-56.7% | $3,547-52.1% | $5,055-66.4% |
| Participant deferral / active EE | $8,484 | $5,463+55.3% | $4,924+72.3% | $6,977+21.6% |
| Admin fee / account holder | $2,988 | $11,107-73.1% | $10,340-71.1% | $19,030-84.3% |