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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 | $818,823 | $175,231+367.3% | $149,696+447.0% | $139,466+487.1% |
| Participation rate | 27.3% | 83.4%-56.1pp | 78.8%-51.5pp | 80.3%-53.1pp |
| Annual return | 12.27% | 166.77%-154.5pp | 134.46%-122.2pp | 373.66%-361.4pp |
| Employer contribution / active EE | $2,000 | $5,478-63.5% | $4,821-58.5% | $4,754-57.9% |
| Participant deferral / active EE | $13,471 | $6,521+106.6% | $5,682+137.1% | $6,712+100.7% |
| Admin fee / account holder | $4,549 | $16,155-71.8% | $13,212-65.6% | $11,409-60.1% |