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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 | $597,719 | $227,399+162.9% | $189,758+215.0% | $198,609+201.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 9.26% | 61.03%-51.8pp | 52.62%-43.4pp | 202.70%-193.4pp |
| Employer contribution / active EE | $4,880 | $5,526-11.7% | $4,767+2.4% | $5,055-3.5% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,980 | $25,162-80.2% | $20,388-75.6% | $19,030-73.8% |