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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 | $719,803 | $181,062+297.5% | $158,223+354.9% | $155,188+363.8% |
| Participation rate | 69.2% | 82.7%-13.4pp | 79.2%-10.0pp | 80.8%-11.6pp |
| Annual return | 18.20% | 57.39%-39.2pp | 52.09%-33.9pp | 148.84%-130.6pp |
| Employer contribution / active EE | $2,537 | $4,565-44.4% | $4,109-38.2% | $4,248-40.3% |
| Participant deferral / active EE | $11,447 | $6,134+86.6% | $5,467+109.4% | $6,531+75.3% |
| Admin fee / account holder | $5,455 | $18,825-71.0% | $16,047-66.0% | $14,480-62.3% |