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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 | $660,722 | $217,432+203.9% | $185,851+255.5% | $167,553+294.3% |
| Participation rate | 25.0% | 86.1%-61.1pp | 81.7%-56.7pp | 82.1%-57.1pp |
| Annual return | 12.52% | 148.43%-135.9pp | 122.11%-109.6pp | 478.89%-466.4pp |
| Employer contribution / active EE | $1,800 | $5,874-69.4% | $5,168-65.2% | $4,840-62.8% |
| Participant deferral / active EE | $6,125 | $6,357-3.7% | $5,569+10.0% | $6,343-3.4% |
| Admin fee / account holder | $4,196 | $19,820-78.8% | $16,245-74.2% | $12,316-65.9% |