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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 | $672,765 | $157,829+326.3% | $136,867+391.5% | $198,609+238.7% |
| Participation rate | 60.0% | 77.2%-17.2pp | 74.5%-14.5pp | 82.4%-22.4pp |
| Annual return | 16.70% | 51.25%-34.5pp | 42.97%-26.3pp | 202.70%-186.0pp |
| Employer contribution / active EE | $4,717 | $3,923+20.2% | $3,547+33.0% | $5,055-6.7% |
| Participant deferral / active EE | $6,681 | $5,463+22.3% | $4,924+35.7% | $6,977-4.2% |
| Admin fee / account holder | $59,563 | $11,107+436.3% | $10,340+476.0% | $19,030+213.0% |