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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 | $540,174 | $154,228+250.2% | $145,433+271.4% | $137,256+293.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 18.82% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $5,743 | $4,804+19.5% | $4,554+26.1% | $4,156+38.2% |
| Participant deferral / active EE | $9,243 | $8,216+12.5% | $7,897+17.0% | $6,407+44.3% |
| Admin fee / account holder | $4,830 | $14,344-66.3% | $13,129-63.2% | $12,270-60.6% |