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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 | $124,213+438.0% | $118,106+465.9% | $154,746+331.9% |
| Participation rate | 50.0% | 83.6%-33.6pp | 81.9%-31.9pp | 80.7%-30.7pp |
| Annual return | 16.51% | 18.29%-1.8pp | 19.44%-2.9pp | 172.34%-155.8pp |
| Employer contribution / active EE | $5,314 | $4,905+8.3% | $4,698+13.1% | $4,379+21.4% |
| Participant deferral / active EE | $10,710 | $6,859+56.1% | $6,619+61.8% | $6,730+59.1% |
| Admin fee / account holder | $4,348 | $9,627-54.8% | $8,973-51.5% | $14,365-69.7% |