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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 | $605,024 | $124,980+384.1% | $108,359+458.4% | $154,746+291.0% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 15.95% | 45.00%-29.0pp | 36.89%-20.9pp | 172.34%-156.4pp |
| Employer contribution / active EE | $2,931 | $2,851+2.8% | $2,399+22.1% | $4,379-33.1% |
| Participant deferral / active EE | $7,083 | $4,743+49.3% | $4,137+71.2% | $6,730+5.2% |
| Admin fee / account holder | $32,146 | $11,502+179.5% | $9,741+230.0% | $14,365+123.8% |