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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 | $852,255 | $223,823+280.8% | $211,142+303.6% | $154,746+450.7% |
| Participation rate | 16.7% | 87.9%-71.2pp | 87.3%-70.6pp | 80.7%-64.0pp |
| Annual return | 12.28% | 50.39%-38.1pp | 46.84%-34.6pp | 172.34%-160.1pp |
| Employer contribution / active EE | $1,812 | $6,787-73.3% | $6,442-71.9% | $4,379-58.6% |
| Participant deferral / active EE | $5,167 | $9,750-47.0% | $9,284-44.3% | $6,730-23.2% |
| Admin fee / account holder | $10,178 | $19,707-48.4% | $19,076-46.6% | $14,365-29.1% |