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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 | $627,522 | $172,111+264.6% | $150,298+317.5% | $137,256+357.2% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 18.03% | 69.37%-51.3pp | 62.79%-44.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $7,090 | $4,636+52.9% | $4,154+70.7% | $4,156+70.6% |
| Participant deferral / active EE | $16,245 | $6,166+163.5% | $5,453+197.9% | $6,407+153.6% |
| Admin fee / account holder | $8,292 | $16,471-49.7% | $14,116-41.3% | $12,270-32.4% |