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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 | $439,388 | $124,425+253.1% | $112,040+292.2% | $137,256+220.1% |
| Participation rate | 36.8% | 79.3%-42.5pp | 76.5%-39.7pp | 80.0%-43.1pp |
| Annual return | 18.10% | 24.72%-6.6pp | 24.52%-6.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,437 | $3,411-28.5% | $2,954-17.5% | $4,156-41.4% |
| Participant deferral / active EE | $5,660 | $5,718-1.0% | $5,098+11.0% | $6,407-11.7% |
| Admin fee / account holder | $5,388 | $15,207-64.6% | $12,098-55.5% | $12,270-56.1% |