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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 | $720,156 | $99,053+627.0% | $88,179+716.7% | $138,895+418.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.1%-19.1pp | 79.9%-29.9pp |
| Annual return | 17.17% | 78.17%-61.0pp | 64.97%-47.8pp | 145.39%-128.2pp |
| Employer contribution / active EE | $2,500 | $2,882-13.3% | $2,549-1.9% | $4,194-40.4% |
| Participant deferral / active EE | $11,750 | $5,225+124.9% | $4,614+154.7% | $6,396+83.7% |
| Admin fee / account holder | $12,316 | $8,748+40.8% | $7,673+60.5% | $12,562-2.0% |