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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 | $580,707 | $70,366+725.3% | $66,674+771.0% | $138,895+318.1% |
| Participation rate | 26.7% | 76.2%-49.5pp | 73.7%-47.0pp | 79.9%-53.3pp |
| Annual return | 15.41% | 386.41%-371.0pp | 321.24%-305.8pp | 145.39%-130.0pp |
| Employer contribution / active EE | $2,103 | $2,765-23.9% | $2,620-19.7% | $4,194-49.9% |
| Participant deferral / active EE | $4,560 | $4,374+4.3% | $4,084+11.7% | $6,396-28.7% |
| Admin fee / account holder | $10,369 | $5,262+97.0% | $5,098+103.4% | $12,562-17.5% |