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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 | $574,405 | $183,516+213.0% | $155,534+269.3% | $145,884+293.7% |
| Participation rate | 27.3% | 82.7%-55.4pp | 78.2%-50.9pp | 80.3%-53.0pp |
| Annual return | 9.98% | 61.43%-51.4pp | 64.92%-54.9pp | 551.85%-541.9pp |
| Employer contribution / active EE | $5,704 | $5,315+7.3% | $4,675+22.0% | $4,662+22.3% |
| Participant deferral / active EE | $6,391 | $6,467-1.2% | $5,630+13.5% | $6,690-4.5% |
| Admin fee / account holder | $4,205 | $19,293-78.2% | $15,900-73.6% | $13,392-68.6% |