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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 | $603,777 | $155,555+288.1% | $146,866+311.1% | $155,188+289.1% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.5%-20.0pp | 80.8%-18.3pp |
| Annual return | 12.21% | 115.41%-103.2pp | 102.85%-90.6pp | 148.84%-136.6pp |
| Employer contribution / active EE | $7,821 | $4,647+68.3% | $4,425+76.8% | $4,248+84.1% |
| Participant deferral / active EE | $12,730 | $8,044+58.2% | $7,759+64.1% | $6,531+94.9% |
| Admin fee / account holder | $1,254 | $14,755-91.5% | $13,620-90.8% | $14,480-91.3% |