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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 | $112,729+363.3% | $98,716+429.1% | $137,256+280.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 14.84% | 38.48%-23.6pp | 31.81%-17.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,510 | $2,725-7.9% | $2,279+10.1% | $4,156-39.6% |
| Participant deferral / active EE | $8,248 | $4,640+77.8% | $4,048+103.8% | $6,407+28.7% |
| Admin fee / account holder | $15,717 | $10,129+55.2% | $8,703+80.6% | $12,270+28.1% |