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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 | $493,740 | $99,053+398.5% | $88,179+459.9% | $138,895+255.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.1%-19.1pp | 79.9%-29.9pp |
| Annual return | 12.00% | 78.17%-66.2pp | 64.97%-53.0pp | 145.39%-133.4pp |
| Employer contribution / active EE | $3,884 | $2,882+34.8% | $2,549+52.3% | $4,194-7.4% |
| Participant deferral / active EE | $10,198 | $5,225+95.2% | $4,614+121.0% | $6,396+59.4% |
| Admin fee / account holder | $1,703 | $8,748-80.5% | $7,673-77.8% | $12,562-86.4% |