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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 | $603,837 | $223,823+169.8% | $211,142+186.0% | $154,746+290.2% |
| Participation rate | 40.0% | 87.9%-47.9pp | 87.3%-47.3pp | 80.7%-40.7pp |
| Annual return | 20.52% | 50.39%-29.9pp | 46.84%-26.3pp | 172.34%-151.8pp |
| Employer contribution / active EE | $4,643 | $6,787-31.6% | $6,442-27.9% | $4,379+6.0% |
| Participant deferral / active EE | $6,238 | $9,750-36.0% | $9,284-32.8% | $6,730-7.3% |
| Admin fee / account holder | $846 | $19,707-95.7% | $19,076-95.6% | $14,365-94.1% |