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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 | $546,583 | $124,425+339.3% | $112,040+387.8% | $137,256+298.2% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 13.18% | 24.72%-11.5pp | 24.52%-11.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $6,557 | $3,411+92.2% | $2,954+122.0% | $4,156+57.8% |
| Participant deferral / active EE | $22,948 | $5,718+301.3% | $5,098+350.2% | $6,407+258.2% |
| Admin fee / account holder | $36,972 | $15,207+143.1% | $12,098+205.6% | $12,270+201.3% |