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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 | $114,013+409.3% | $103,693+460.0% | $155,188+274.2% |
| Participation rate | 26.7% | 75.2%-48.5pp | 72.6%-46.0pp | 80.8%-54.1pp |
| Annual return | 15.41% | 49.31%-33.9pp | 47.61%-32.2pp | 148.84%-133.4pp |
| Employer contribution / active EE | $2,103 | $3,131-32.8% | $2,920-28.0% | $4,248-50.5% |
| Participant deferral / active EE | $4,560 | $4,970-8.2% | $4,579-0.4% | $6,531-30.2% |
| Admin fee / account holder | $10,369 | $8,407+23.3% | $7,858+32.0% | $14,480-28.4% |