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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 | $693,988 | $181,062+283.3% | $158,223+338.6% | $155,188+347.2% |
| Participation rate | 33.3% | 82.7%-49.3pp | 79.2%-45.9pp | 80.8%-47.5pp |
| Annual return | 10.98% | 57.39%-46.4pp | 52.09%-41.1pp | 148.84%-137.9pp |
| Employer contribution / active EE | $4,407 | $4,565-3.5% | $4,109+7.3% | $4,248+3.7% |
| Participant deferral / active EE | $8,277 | $6,134+34.9% | $5,467+51.4% | $6,531+26.7% |
| Admin fee / account holder | $6,881 | $18,825-63.4% | $16,047-57.1% | $14,480-52.5% |