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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 | $872,308 | $201,370+333.2% | $184,256+373.4% | $145,897+497.9% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 21.42% | 29.05%-7.6pp | 28.85%-7.4pp | 552.29%-530.9pp |
| Employer contribution / active EE | $4,725 | $7,024-32.7% | $6,427-26.5% | $4,663+1.3% |
| Participant deferral / active EE | $11,600 | $9,808+18.3% | $9,133+27.0% | $6,689+73.4% |
| Admin fee / account holder | $60,939 | $16,364+272.4% | $13,899+338.4% | $13,390+355.1% |