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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 | $654,915 | $111,535+487.2% | $105,223+522.4% | $137,256+377.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 15.19% | 237.85%-222.7pp | 180.65%-165.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $3,099 | $3,939-21.3% | $3,689-16.0% | $4,156-25.4% |
| Participant deferral / active EE | $12,231 | $5,500+122.4% | $5,072+141.2% | $6,407+90.9% |
| Admin fee / account holder | $9,290 | $9,721-4.4% | $8,859+4.9% | $12,270-24.3% |