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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 | $579,909 | $94,439+514.1% | $73,658+687.3% | $154,746+274.7% |
| Participation rate | 25.0% | 64.7%-39.7pp | 57.0%-32.0pp | 80.7%-55.7pp |
| Annual return | 16.72% | 28.25%-11.5pp | 29.72%-13.0pp | 172.34%-155.6pp |
| Employer contribution / active EE | $792 | $1,257-37.0% | $1,032-23.3% | $4,379-81.9% |
| Participant deferral / active EE | $7,750 | $2,527+206.7% | $2,062+275.9% | $6,730+15.2% |
| Admin fee / account holder | $4,343 | $3,843+13.0% | $3,357+29.4% | $14,365-69.8% |