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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 | $939,868 | $154,228+509.4% | $145,433+546.3% | $137,256+584.8% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 21.32% | 74.59%-53.3pp | 66.58%-45.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $3,007 | $4,804-37.4% | $4,554-34.0% | $4,156-27.6% |
| Participant deferral / active EE | $8,498 | $8,216+3.4% | $7,897+7.6% | $6,407+32.6% |
| Admin fee / account holder | $474 | $14,344-96.7% | $13,129-96.4% | $12,270-96.1% |