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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 | $572,385 | $175,259+226.6% | $149,723+282.3% | $139,487+310.4% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 13.85% | 166.82%-153.0pp | 134.50%-120.6pp | 373.84%-360.0pp |
| Employer contribution / active EE | $4,257 | $5,478-22.3% | $4,821-11.7% | $4,755-10.5% |
| Participant deferral / active EE | $7,769 | $6,522+19.1% | $5,682+36.7% | $6,713+15.7% |
| Admin fee / account holder | $4,139 | $16,158-74.4% | $13,215-68.7% | $11,407-63.7% |