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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 | $519,107 | $72,071+620.3% | $68,368+659.3% | $137,256+278.2% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.0%-55.0pp |
| Annual return | 17.92% | 353.14%-335.2pp | 292.57%-274.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,050 | $2,788-62.3% | $2,649-60.4% | $4,156-74.7% |
| Participant deferral / active EE | $7,750 | $4,410+75.7% | $4,123+88.0% | $6,407+21.0% |
| Admin fee / account holder | $4,533 | $5,336-15.0% | $5,150-12.0% | $12,270-63.1% |