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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 | $72,071+705.7% | $68,368+749.4% | $137,256+323.1% |
| Participation rate | 26.7% | 76.2%-49.6pp | 73.8%-47.1pp | 80.0%-53.3pp |
| Annual return | 15.41% | 353.14%-337.7pp | 292.57%-277.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,103 | $2,788-24.6% | $2,649-20.6% | $4,156-49.4% |
| Participant deferral / active EE | $4,560 | $4,410+3.4% | $4,123+10.6% | $6,407-28.8% |
| Admin fee / account holder | $10,369 | $5,336+94.3% | $5,150+101.3% | $12,270-15.5% |