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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 | $476,956 | $90,484+427.1% | $78,675+506.2% | $273,970+74.1% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 4.88% | 75.62%-70.7pp | 62.19%-57.3pp | 41.46%-36.6pp |
| Employer contribution / active EE | $3,422 | $3,175+7.8% | $2,850+20.1% | $4,869-29.7% |
| Participant deferral / active EE | $9,000 | $3,901+130.7% | $3,517+155.9% | $5,287+70.2% |
| Admin fee / account holder | $60,507 | $5,263+1049.6% | $4,510+1241.6% | $10,132+497.2% |