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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 | $437,241 | $174,379+150.7% | $152,093+187.5% | $138,895+214.8% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 18.54% | 74.86%-56.3pp | 66.36%-47.8pp | 145.39%-126.9pp |
| Employer contribution / active EE | $4,227 | $4,652-9.1% | $4,175+1.3% | $4,194+0.8% |
| Participant deferral / active EE | $7,175 | $6,159+16.5% | $5,451+31.6% | $6,396+12.2% |
| Admin fee / account holder | $800 | $16,880-95.3% | $14,497-94.5% | $12,562-93.6% |