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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 | $522,292 | $124,980+317.9% | $108,359+382.0% | $154,746+237.5% |
| Participation rate | 60.0% | 75.2%-15.2pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 14.84% | 45.00%-30.2pp | 36.89%-22.1pp | 172.34%-157.5pp |
| Employer contribution / active EE | $2,510 | $2,851-12.0% | $2,399+4.6% | $4,379-42.7% |
| Participant deferral / active EE | $8,248 | $4,743+73.9% | $4,137+99.4% | $6,730+22.6% |
| Admin fee / account holder | $15,717 | $11,502+36.6% | $9,741+61.4% | $14,365+9.4% |