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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 | $708,103 | $172,111+311.4% | $150,298+371.1% | $137,256+415.9% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 12.80% | 69.37%-56.6pp | 62.79%-50.0pp | 220.34%-207.5pp |
| Employer contribution / active EE | $3,350 | $4,636-27.7% | $4,154-19.4% | $4,156-19.4% |
| Participant deferral / active EE | $11,625 | $6,166+88.5% | $5,453+113.2% | $6,407+81.4% |
| Admin fee / account holder | $32,432 | $16,471+96.9% | $14,116+129.8% | $12,270+164.3% |