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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 | $584,703 | $223,823+161.2% | $211,142+176.9% | $154,746+277.8% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 15.56% | 50.39%-34.8pp | 46.84%-31.3pp | 172.34%-156.8pp |
| Employer contribution / active EE | $3,121 | $6,787-54.0% | $6,442-51.6% | $4,379-28.7% |
| Participant deferral / active EE | $24,123 | $9,750+147.4% | $9,284+159.8% | $6,730+258.4% |
| Admin fee / account holder | $136,805 | $19,707+594.2% | $19,076+617.2% | $14,365+852.3% |