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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 | $563,015 | $201,264+179.7% | $184,185+205.7% | $145,978+285.7% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 19.53% | 29.00%-9.5pp | 28.81%-9.3pp | 550.52%-531.0pp |
| Employer contribution / active EE | $7,255 | $7,021+3.3% | $6,426+12.9% | $4,662+55.6% |
| Participant deferral / active EE | $21,113 | $9,806+115.3% | $9,132+131.2% | $6,690+215.6% |
| Admin fee / account holder | $5,881 | $16,376-64.1% | $13,909-57.7% | $13,400-56.1% |