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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 | $619,914 | $183,592+237.7% | $155,574+298.5% | $145,877+325.0% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 27.90% | 61.37%-33.5pp | 64.87%-37.0pp | 551.28%-523.4pp |
| Employer contribution / active EE | $3,572 | $5,317-32.8% | $4,676-23.6% | $4,663-23.4% |
| Participant deferral / active EE | $5,007 | $6,466-22.6% | $5,629-11.1% | $6,691-25.2% |
| Admin fee / account holder | $5,873 | $19,316-69.6% | $15,914-63.1% | $13,402-56.2% |