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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 | $908,568 | $211,105+330.4% | $178,449+409.1% | $145,978+522.4% |
| Participation rate | 37.5% | 80.8%-43.3pp | 77.1%-39.6pp | 80.3%-42.8pp |
| Annual return | 23.61% | 30.19%-6.6pp | 27.09%-3.5pp | 550.52%-526.9pp |
| Employer contribution / active EE | $1,906 | $4,569-58.3% | $3,951-51.7% | $4,662-59.1% |
| Participant deferral / active EE | $5,953 | $6,959-14.5% | $6,277-5.2% | $6,690-11.0% |
| Admin fee / account holder | $3,470 | $12,017-71.1% | $10,362-66.5% | $13,400-74.1% |