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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 | $668,310 | $152,074+339.5% | $137,474+386.1% | $198,609+236.5% |
| Participation rate | 50.0% | 85.3%-35.3pp | 83.5%-33.5pp | 82.4%-32.4pp |
| Annual return | 16.51% | 10.68%+5.8pp | 11.53%+5.0pp | 202.70%-186.2pp |
| Employer contribution / active EE | $5,314 | $5,444-2.4% | $5,048+5.3% | $5,055+5.1% |
| Participant deferral / active EE | $10,710 | $6,522+64.2% | $6,155+74.0% | $6,977+53.5% |
| Admin fee / account holder | $4,348 | $11,950-63.6% | $10,602-59.0% | $19,030-77.2% |