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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 | $498,938 | $112,729+342.6% | $98,716+405.4% | $137,256+263.5% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.3%-26.4pp | 80.0%-37.1pp |
| Annual return | 11.00% | 38.48%-27.5pp | 31.81%-20.8pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,343 | $2,725-50.7% | $2,279-41.0% | $4,156-67.7% |
| Participant deferral / active EE | $9,541 | $4,640+105.6% | $4,048+135.7% | $6,407+48.9% |
| Admin fee / account holder | $7,422 | $10,129-26.7% | $8,703-14.7% | $12,270-39.5% |