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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 | $527,403 | $156,398+237.2% | $147,318+258.0% | $138,895+279.7% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 13.09% | 78.75%-65.7pp | 70.43%-57.3pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,552 | $4,853-68.0% | $4,593-66.2% | $4,194-63.0% |
| Participant deferral / active EE | $7,855 | $8,237-4.6% | $7,906-0.6% | $6,396+22.8% |
| Admin fee / account holder | $8,167 | $14,976-45.5% | $13,708-40.4% | $12,562-35.0% |