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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 | $546,756 | $123,155+344.0% | $108,753+402.7% | $155,188+252.3% |
| Participation rate | 54.5% | 75.6%-21.1pp | 71.1%-16.5pp | 80.8%-26.3pp |
| Annual return | 11.33% | 44.73%-33.4pp | 37.47%-26.1pp | 148.84%-137.5pp |
| Employer contribution / active EE | $3,132 | $2,811+11.4% | $2,427+29.1% | $4,248-26.3% |
| Participant deferral / active EE | $10,007 | $4,623+116.5% | $4,115+143.2% | $6,531+53.2% |
| Admin fee / account holder | $3,613 | $12,126-70.2% | $10,320-65.0% | $14,480-75.0% |