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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 | $817,180 | $185,312+341.0% | $161,489+406.0% | $154,746+428.1% |
| Participation rate | 22.2% | 82.5%-60.2pp | 78.7%-56.5pp | 80.7%-58.5pp |
| Annual return | 15.39% | 103.84%-88.5pp | 89.72%-74.3pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,716 | $4,769-64.0% | $4,268-59.8% | $4,379-60.8% |
| Participant deferral / active EE | $6,889 | $6,350+8.5% | $5,630+22.4% | $6,730+2.4% |
| Admin fee / account holder | $1,387 | $18,654-92.6% | $16,006-91.3% | $14,365-90.3% |