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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 | $486,592 | $184,014+164.4% | $161,149+202.0% | $138,895+250.3% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 14.87% | 21.52%-6.6pp | 21.16%-6.3pp | 145.39%-130.5pp |
| Employer contribution / active EE | $3,243 | $5,055-35.8% | $4,360-25.6% | $4,194-22.7% |
| Participant deferral / active EE | $6,447 | $6,909-6.7% | $6,153+4.8% | $6,396+0.8% |
| Admin fee / account holder | $2,963 | $18,027-83.6% | $15,194-80.5% | $12,562-76.4% |