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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 | $493,785 | $174,379+183.2% | $152,093+224.7% | $138,895+255.5% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 17.21% | 74.86%-57.7pp | 66.36%-49.2pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,872 | $4,652-59.8% | $4,175-55.2% | $4,194-55.4% |
| Participant deferral / active EE | $7,116 | $6,159+15.5% | $5,451+30.5% | $6,396+11.3% |
| Admin fee / account holder | $5,612 | $16,880-66.8% | $14,497-61.3% | $12,562-55.3% |